XMVM vs NUMV overlap
XMVM and NUMV overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: XMVM, SEC Form N-PORT, July 31, 2026; NUMV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XMVM | NUMV |
|---|---|---|
| Morgan Stanley | $16.3M | $45.8M |
| Bank of America Corp. | $44.7M | $12.4M |
| LPL Financial LLC | $44.3M | $6.6M |
| Raymond James Financial Inc. | $20.0M | $16.9M |
| Royal Bank of Canada | $5.4M | $24.5M |
| Ameriprise Financial Inc. | $19.0M | $784K |
| Northwestern Mutual Wealth Management Co | $12.6M | $1.2M |
| Jones Financial Companies LLLP | $4.0M | $8.2M |
| Wells Fargo & Company | $3.2M | $8.7M |
| UBS Group AG | $277K | $11.6M |
| Commonwealth Equity Services, LLC | $2.0M | $8.2M |
| Envestnet Asset Management Inc. | $1.7M | $8.0M |
| Cetera Investment Advisers | $6.5M | $2.1M |
| Cambridge Investment Research Advisors, Inc. | $5.1M | $1.2M |
| Osaic Holdings, Inc. | $4.8M | $866K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: XMVM institutional holders, NUMV institutional holders.
Frequently asked questions
How much do XMVM and NUMV overlap?
0.0% by weight, with 0 holdings in common, using holdings for XMVM as of July 31, 2026 and NUMV as of July 31, 2026.
Do institutions hold both XMVM and NUMV?
36 Form 13F filers report positions in both, out of 196 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.