XSD vs BBRE overlap
XSD and BBRE 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: XSD, SEC Form N-PORT, June 30, 2026; BBRE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XSD | BBRE |
|---|---|---|
| JPMorgan Chase & Co | $1.5M | $461.8M |
| Morgan Stanley | $124.2M | $15.7M |
| LPL Financial LLC | $134.7M | $2.9M |
| Bank of America Corp. | $47.0M | $39.5M |
| HighTower Advisors, LLC | $8.9M | $41.1M |
| Goldman Sachs Group Inc. | $38.3M | $2.6M |
| Raymond James Financial Inc. | $34.8M | $875K |
| UBS Group AG | $27.0M | $1.1M |
| Osaic Holdings, Inc. | $23.5M | $167K |
| D. E. Shaw & Co., Inc. | $19.4M | $535K |
| Northwestern Mutual Wealth Management Co | $2.6M | $14.5M |
| Concurrent Investment Advisors, LLC | $737K | $15.7M |
| Ameriprise Financial Inc. | $13.4M | $2.9M |
| MML Investors Services, LLC | $12.3M | $221K |
| Royal Bank of Canada | $10.4M | $87K |
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: XSD institutional holders, BBRE institutional holders.
Frequently asked questions
How much do XSD and BBRE overlap?
0.0% by weight, with 0 holdings in common, using holdings for XSD as of June 30, 2026 and BBRE as of May 31, 2026.
Do institutions hold both XSD and BBRE?
35 Form 13F filers report positions in both, out of 325 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%.