XSMO vs AVSC overlap
XSMO and AVSC overlap 12.4% by weight, across 75 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (XSMO: July 31, 2026, AVSC: 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 | XSMO | AVSC | Overlap |
|---|---|---|---|
| MYR Group Inc./deMYRG | 1.59% | 0.57% | 0.57% |
| Dana Inc.DAN | 1.04% | 0.46% | 0.46% |
| ACM Research-aACMR | 1.78% | 0.40% | 0.40% |
| Solaredge TechnoSEDG | 0.64% | 0.39% | 0.39% |
| Materion Corp.MTRN | 0.93% | 0.37% | 0.37% |
| International SEINSW | 1.19% | 0.34% | 0.34% |
| Openlane Inc.OPLN | 1.14% | 0.32% | 0.32% |
| Ligand PharmLGND | 1.88% | 0.32% | 0.32% |
| Pricesmart Inc.PSMT | 1.80% | 0.31% | 0.31% |
| AAR Corp.AIR | 1.53% | 0.29% | 0.29% |
| Warrior MET CoalHCC | 1.10% | 0.28% | 0.28% |
| PAR Pacific HOLDPARR | 1.66% | 0.25% | 0.25% |
| Sunrun Inc.RUN | 0.50% | 0.24% | 0.24% |
| Kaiser AluminumKALU | 0.88% | 0.24% | 0.24% |
| Phinia Inc.PHIN | 0.72% | 0.24% | 0.24% |
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: XSMO, SEC Form N-PORT, July 31, 2026; AVSC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XSMO | AVSC |
|---|---|---|
| Mercer Global Advisors Inc. | $358K | $1.1B |
| LPL Financial LLC | $238.1M | $38.6M |
| Envestnet Asset Management Inc. | $167.2M | $57.1M |
| Osaic Holdings, Inc. | $193.4M | $526K |
| Morgan Stanley | $106.0M | $81.4M |
| Raymond James Financial Inc. | $158.7M | $13.4M |
| Northwestern Mutual Wealth Management Co | $67.8M | $96.7M |
| Wells Fargo & Company | $86.9M | $4.1M |
| Cetera Investment Advisers | $86.9M | $961K |
| Cambridge Investment Research Advisors, Inc. | $69.2M | $2.1M |
| Jones Financial Companies LLLP | $47.8M | $1.1M |
| Creative Planning | $876K | $47.4M |
| AE Wealth Management LLC | $3.4M | $41.4M |
| Private Advisor Group, LLC | $31.2M | $1.8M |
| HighTower Advisors, LLC | $29.2M | $334K |
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: XSMO institutional holders, AVSC institutional holders.
Frequently asked questions
How much do XSMO and AVSC overlap?
12.4% by weight, with 75 holdings in common, using holdings for XSMO as of July 31, 2026 and AVSC as of May 31, 2026. The largest shared position is MYRG.
Do institutions hold both XSMO and AVSC?
77 Form 13F filers report positions in both, out of 494 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%.