XRMI vs HERO overlap
XRMI and HERO overlap 0.1% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (XRMI: July 31, 2026, HERO: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | XRMI | HERO | Overlap |
|---|---|---|---|
| Electronic ARTSEA | 0.08% | 7.16% | 0.08% |
| TAKE-Two InteracTTWO | 0.07% | 6.82% | 0.07% |
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: XRMI, SEC Form N-PORT, July 31, 2026; HERO, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XRMI | HERO |
|---|---|---|
| LPL Financial LLC | $3.7M | $2.4M |
| Cetera Investment Advisers | $3.4M | $916K |
| Envestnet Asset Management Inc. | $3.1M | $948K |
| Susquehanna International Group, LLP | $337K | $591K |
| Osaic Holdings, Inc. | $120K | $536K |
| SBI Securities Co., Ltd. | $106K | $104K |
| Morgan Stanley | $26 | $49K |
| Harbour Investments, Inc. | $1K | $18K |
| Highline Wealth Partners LLC | $4K | $287 |
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: XRMI institutional holders, HERO institutional holders.
Frequently asked questions
How much do XRMI and HERO overlap?
0.1% by weight, with 2 holdings in common, using holdings for XRMI as of July 31, 2026 and HERO as of May 31, 2026. The largest shared position is EA.
Do institutions hold both XRMI and HERO?
9 Form 13F filers report positions in both, out of 61 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%.