XPND vs BATT overlap
XPND and BATT 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: XPND, SEC Form N-PORT, May 31, 2026; BATT, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XPND | BATT |
|---|---|---|
| Integrated Wealth Concepts LLC | $6.8M | $20K |
| Osaic Holdings, Inc. | $3.6M | $472K |
| LPL Financial LLC | $721K | $1.4M |
| HighTower Advisors, LLC | $1.7M | $456K |
| Cetera Investment Advisers | $216K | $1.2M |
| Kestra Private Wealth Services, LLC | $350K | $209K |
| UBS Group AG | $6K | $202K |
| Harbour Investments, Inc. | $77K | $5K |
| IFP Advisors, Inc | $44K | $31K |
| Morgan Stanley | $67 | $59K |
| Wells Fargo & Company | $5K | $13 |
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: XPND institutional holders, BATT institutional holders.
Frequently asked questions
How much do XPND and BATT overlap?
0.0% by weight, with 0 holdings in common, using holdings for XPND as of May 31, 2026 and BATT as of June 30, 2026.
Do institutions hold both XPND and BATT?
11 Form 13F filers report positions in both, out of 73 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%.