XPH vs SRVR overlap
XPH and SRVR 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; SRVR, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XPH | SRVR |
|---|---|---|
| Bank of America Corp. | $67.3M | $73.9M |
| Northwestern Mutual Wealth Management Co | $79K | $38.4M |
| Morgan Stanley | $20.8M | $17.0M |
| Wells Fargo & Company | $25.7M | $6.0M |
| LPL Financial LLC | $11.2M | $11.2M |
| UBS Group AG | $3.7M | $15.6M |
| Envestnet Asset Management Inc. | $14.7M | $1.3M |
| Citigroup Inc. | $6.9M | $436K |
| Cetera Investment Advisers | $3.2M | $3.0M |
| Royal Bank of Canada | $1.5M | $4.7M |
| Private Advisor Group, LLC | $4.2M | $792K |
| Raymond James Financial Inc. | $364K | $2.9M |
| HRT Financial LP | $553K | $2.3M |
| Rockefeller Capital Management L.P. | $1.3M | $1.2M |
| MML Investors Services, LLC | $1.3M | $251K |
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, SRVR institutional holders.
Frequently asked questions
How much do XPH and SRVR overlap?
0.0% by weight, with 0 holdings in common, using holdings for XPH as of June 30, 2026 and SRVR as of July 31, 2026.
Do institutions hold both XPH and SRVR?
38 Form 13F filers report positions in both, out of 166 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%.