XSHQ vs IWMI overlap
XSHQ and IWMI 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: XSHQ, SEC Form N-PORT, May 31, 2026; IWMI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XSHQ | IWMI |
|---|---|---|
| LPL Financial LLC | $30.1M | $39.6M |
| Larson Financial Group LLC | $27.6M | $8K |
| Royal Bank of Canada | $748K | $5.3M |
| Summit Financial, LLC | $552K | $3.2M |
| Cambridge Investment Research Advisors, Inc. | $1.6M | $1.9M |
| Rockefeller Capital Management L.P. | $3K | $3.2M |
| DHJJ Financial Advisors, Ltd. | $3.2M | $2K |
| Envestnet Asset Management Inc. | $918K | $1.5M |
| Cetera Investment Advisers | $2.1M | $254K |
| Capital Investment Advisory Services, LLC | $99K | $1.8M |
| HighTower Advisors, LLC | $1.1M | $675K |
| BNP Paribas Financial Markets | $1.5M | $161 |
| Truist Financial Corp. | $494K | $591K |
| Osaic Holdings, Inc. | $947K | $75K |
| Citadel Advisors LLC | $363K | $603K |
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: XSHQ institutional holders, IWMI institutional holders.
Frequently asked questions
How much do XSHQ and IWMI overlap?
0.0% by weight, with 0 holdings in common, using holdings for XSHQ as of May 31, 2026 and IWMI as of June 30, 2026.
Do institutions hold both XSHQ and IWMI?
21 Form 13F filers report positions in both, out of 166 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%.