XPND vs FTXH overlap
XPND and FTXH 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; FTXH, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XPND | FTXH |
|---|---|---|
| Integrated Wealth Concepts LLC | $6.8M | $17K |
| LPL Financial LLC | $721K | $5.8M |
| Cambridge Investment Research Advisors, Inc. | $3.1M | $2.3M |
| Osaic Holdings, Inc. | $3.6M | $98K |
| Citadel Advisors LLC | $981K | $261K |
| Goldman Sachs Group Inc. | $579K | $524K |
| Envestnet Asset Management Inc. | $561K | $319K |
| International Assets Investment Management, LLC | $117K | $168K |
| Morgan Stanley | $67 | $226K |
| Harbour Investments, Inc. | $77K | $35K |
| Wells Fargo & Company | $5K | $52 |
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, FTXH institutional holders.
Frequently asked questions
How much do XPND and FTXH overlap?
0.0% by weight, with 0 holdings in common, using holdings for XPND as of May 31, 2026 and FTXH as of June 30, 2026.
Do institutions hold both XPND and FTXH?
11 Form 13F filers report positions in both, out of 50 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%.