XRT vs VPU overlap
XRT and VPU 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: XRT, SEC Form N-PORT, June 30, 2026; VPU, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XRT | VPU |
|---|---|---|
| Morgan Stanley | $215.0M | $236.9M |
| Bank of America Corp. | $98.8M | $208.8M |
| LPL Financial LLC | $4.9M | $178.2M |
| Northwestern Mutual Wealth Management Co | $76K | $144.9M |
| UBS Group AG | $60.3M | $61.9M |
| Envestnet Asset Management Inc. | $2.2M | $99.7M |
| Susquehanna International Group, LLP | $100.7M | $684K |
| Wells Fargo & Company | $1.4M | $99.9M |
| Goldman Sachs Group Inc. | $70.7M | $4.1M |
| Osaic Holdings, Inc. | $535K | $66.5M |
| Ameriprise Financial Inc. | $452K | $62.3M |
| Citigroup Inc. | $58.6M | $1.5M |
| Raymond James Financial Inc. | $2.1M | $57.5M |
| JPMorgan Chase & Co | $30.8M | $20.7M |
| Cambridge Investment Research Advisors, Inc. | $492K | $42.8M |
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: XRT institutional holders, VPU institutional holders.
Frequently asked questions
How much do XRT and VPU overlap?
0.0% by weight, with 0 holdings in common, using holdings for XRT as of June 30, 2026 and VPU as of May 31, 2026.
Do institutions hold both XRT and VPU?
74 Form 13F filers report positions in both, out of 760 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%.