XPH vs FMAT overlap
XPH and FMAT 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; FMAT, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XPH | FMAT |
|---|---|---|
| AE Wealth Management LLC | $30K | $98.5M |
| Bank of America Corp. | $67.3M | $1.6M |
| Wells Fargo & Company | $25.7M | $958K |
| Morgan Stanley | $20.8M | $3.8M |
| Envestnet Asset Management Inc. | $14.7M | $2.5M |
| LPL Financial LLC | $11.2M | $4.0M |
| Citigroup Inc. | $6.9M | $790K |
| Susquehanna International Group, LLP | $2.1M | $4.3M |
| Goldman Sachs Group Inc. | $1.7M | $4.4M |
| Commonwealth Equity Services, LLC | $249K | $5.2M |
| Cetera Investment Advisers | $3.2M | $2.2M |
| Two Sigma Investments, LP | $2.4M | $2.6M |
| Steward Partners Investment Advisory, LLC | $12K | $4.4M |
| UBS Group AG | $3.7M | $422K |
| Osaic Holdings, Inc. | $392K | $3.4M |
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, FMAT institutional holders.
Frequently asked questions
How much do XPH and FMAT overlap?
0.0% by weight, with 0 holdings in common, using holdings for XPH as of June 30, 2026 and FMAT as of July 31, 2026.
Do institutions hold both XPH and FMAT?
41 Form 13F filers report positions in both, out of 200 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%.