XPH vs POWR overlap
XPH and POWR 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; POWR, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XPH | POWR |
|---|---|---|
| Bank of America Corp. | $67.3M | $1.9M |
| LPL Financial LLC | $11.2M | $23.9M |
| Morgan Stanley | $20.8M | $5.1M |
| Wells Fargo & Company | $25.7M | $2 |
| Envestnet Asset Management Inc. | $14.7M | $2.0M |
| Private Advisor Group, LLC | $4.2M | $1.2M |
| Commonwealth Equity Services, LLC | $249K | $4.9M |
| Cetera Investment Advisers | $3.2M | $1.8M |
| UBS Group AG | $3.7M | $104K |
| Royal Bank of Canada | $1.5M | $2.1M |
| Steward Partners Investment Advisory, LLC | $12K | $3.2M |
| MML Investors Services, LLC | $1.3M | $1.9M |
| Raymond James Financial Inc. | $364K | $2.7M |
| Susquehanna International Group, LLP | $2.1M | $745K |
| Jones Financial Companies LLLP | $152K | $2.4M |
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, POWR institutional holders.
Frequently asked questions
How much do XPH and POWR overlap?
0.0% by weight, with 0 holdings in common, using holdings for XPH as of June 30, 2026 and POWR as of June 30, 2026.
Do institutions hold both XPH and POWR?
31 Form 13F filers report positions in both, out of 155 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%.