XPND vs DTEC overlap
XPND and DTEC overlap 8.0% by weight, across 13 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | XPND | DTEC | Overlap |
|---|---|---|---|
| Cadence DesignCDNS | 1.32% | 1.28% | 1.28% |
| Servicenow Inc.NOW | 1.66% | 0.99% | 0.99% |
| VISA Inc.-Class aV | 3.84% | 0.95% | 0.95% |
| Mastercard Inc.-aMA | 3.59% | 0.88% | 0.88% |
| Adobe Inc.ADBE | 1.36% | 0.86% | 0.86% |
| Netflix Inc.NFLX | 3.37% | 0.82% | 0.82% |
| Intuit Inc.INTU | 1.17% | 0.68% | 0.68% |
| Fortinet Inc.FTNT | 0.37% | 1.63% | 0.37% |
| ZOOM CommunicatiZM | 0.29% | 1.21% | 0.29% |
| Corpay Inc.CPAY | 0.24% | 1.00% | 0.24% |
| Paypal HoldingsPYPL | 0.20% | 0.90% | 0.20% |
| Autodesk Inc.ADSK | 0.20% | 0.92% | 0.20% |
| PTC Inc.PTC | 0.19% | 0.88% | 0.19% |
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; DTEC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XPND | DTEC |
|---|---|---|
| Osaic Holdings, Inc. | $3.6M | $215K |
| Morgan Stanley | $67 | $3.2M |
| LPL Financial LLC | $721K | $1.7M |
| Cetera Investment Advisers | $216K | $2.0M |
| UBS Group AG | $6K | $1.8M |
| Citadel Advisors LLC | $981K | $210K |
| Wells Fargo & Company | $5K | $325K |
| Harbour Investments, Inc. | $77K | $14K |
| IFP Advisors, Inc | $44K | $34K |
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, DTEC institutional holders.
Frequently asked questions
How much do XPND and DTEC overlap?
8.0% by weight, with 13 holdings in common, using holdings for XPND as of May 31, 2026 and DTEC as of May 31, 2026. The largest shared position is CDNS.
Do institutions hold both XPND and DTEC?
9 Form 13F filers report positions in both, out of 65 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%.