XPH vs AIPO overlap
XPH and AIPO 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: XPH, SEC Form N-PORT, June 30, 2026; AIPO, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XPH | AIPO |
|---|---|---|
| Focus Partners Wealth | $217K | $21.7M |
| Morgan Stanley | $20.8M | $760K |
| Commonwealth Equity Services, LLC | $249K | $17.0M |
| Royal Bank of Canada | $1.5M | $15.7M |
| Envestnet Asset Management Inc. | $14.7M | $1.8M |
| Cetera Investment Advisers | $3.2M | $12.5M |
| Raymond James Financial Inc. | $364K | $15.1M |
| LPL Financial LLC | $11.2M | $1.2M |
| UBS Group AG | $3.7M | $2.9M |
| Rockefeller Capital Management L.P. | $1.3M | $4.9M |
| Truist Financial Corp. | $4.7M | $1.3M |
| D. E. Shaw & Co., Inc. | $757K | $5.1M |
| Farther Finance Advisors, LLC | $263K | $5.5M |
| Integrated Wealth Concepts LLC | $133K | $5.0M |
| Park Avenue Securities LLC | $591K | $3.8M |
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: XPH institutional holders, AIPO institutional holders.
Frequently asked questions
How much do XPH and AIPO overlap?
0.0% by weight, with 0 holdings in common, using holdings for XPH as of June 30, 2026 and AIPO as of May 31, 2026.
Do institutions hold both XPH and AIPO?
39 Form 13F filers report positions in both, out of 188 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%.