XSHD vs TCV overlap

XSHD and TCV overlap 2.7% by weight, across 2 shared holdings.

XSHDTCV

Pick 2 to 4 ETFs.

2.7%

overlap by weight, across 2 shared holdings

XSHD2.7% of the fund is in shared holdings, of 55

TCV4.3% of the fund is in shared holdings, of 40

Top shared holdings

Holding	XSHD	TCV	Overlap
Deluxe Corp.DLX	1.68%	2.39%	1.68%
Stepan CoSCL	1.02%	1.95%	1.02%

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: XSHD, SEC Form N-PORT, May 31, 2026; TCV, SEC Form N-PORT, May 29, 2026.

institutions report holding both, of 53 holding any

XSHD0.2% of its 13F dollars, 2.7% of its 37 holders

TCV0.5% of its 13F dollars, 5.9% of its 17 holders

Largest institutions holding both

Firm	XSHD	TCV
Farther Finance Advisors, LLC	$42K	$96K

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: XSHD institutional holders, TCV institutional holders.

Frequently asked questions

How much do XSHD and TCV overlap?

2.7% by weight, with 2 holdings in common, using holdings for XSHD as of May 31, 2026 and TCV as of May 29, 2026. The largest shared position is DLX.

Do institutions hold both XSHD and TCV?

1 Form 13F filers report positions in both, out of 53 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%.