XONE vs IBMQ overlap
XONE and IBMQ 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: XONE, SEC Form N-PORT, July 31, 2026; IBMQ, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XONE | IBMQ |
|---|---|---|
| Bank of America Corp. | $105.2M | $65.1M |
| Smith, Moore & Co. | $44.8M | $590K |
| Focus Partners Wealth | $40.0M | $1.6M |
| HighTower Advisors, LLC | $1.7M | $19.4M |
| Lido Advisors, LLC | $3.4M | $14.1M |
| NewEdge Advisors, LLC | $2.8M | $13.6M |
| Wells Fargo & Company | $2K | $13.9M |
| EP Wealth Advisors, LLC | $12.6M | $968K |
| Cetera Investment Advisers | $11.1M | $2.2M |
| Morgan Stanley | $6.0M | $7.0M |
| Envestnet Asset Management Inc. | $5.2M | $6.8M |
| LPL Financial LLC | $322K | $11.4M |
| Goldman Sachs Group Inc. | $9.9M | $762K |
| Janney Montgomery Scott LLC | $9.1M | $578K |
| Northwestern Mutual Wealth Management Co | $155K | $7.7M |
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: XONE institutional holders, IBMQ institutional holders.
Frequently asked questions
How much do XONE and IBMQ overlap?
0.0% by weight, with 0 holdings in common, using holdings for XONE as of July 31, 2026 and IBMQ as of July 31, 2026.
Do institutions hold both XONE and IBMQ?
39 Form 13F filers report positions in both, out of 261 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%.