XSMO vs IMCG overlap
XSMO and IMCG 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: XSMO, SEC Form N-PORT, July 31, 2026; IMCG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XSMO | IMCG |
|---|---|---|
| LPL Financial LLC | $238.1M | $282.3M |
| Raymond James Financial Inc. | $158.7M | $111.8M |
| Osaic Holdings, Inc. | $193.4M | $53.4M |
| Morgan Stanley | $106.0M | $129.4M |
| Cetera Investment Advisers | $86.9M | $95.4M |
| Envestnet Asset Management Inc. | $167.2M | $14.2M |
| Northwestern Mutual Wealth Management Co | $67.8M | $97.6M |
| Bank of America Corp. | $77.4M | $56.8M |
| Wells Fargo & Company | $86.9M | $41.5M |
| Ameriprise Financial Inc. | $847K | $100.4M |
| Cambridge Investment Research Advisors, Inc. | $69.2M | $22.6M |
| Commonwealth Equity Services, LLC | $15.2M | $52.1M |
| Jones Financial Companies LLLP | $47.8M | $5.3M |
| UBS Group AG | $1.3M | $43.3M |
| Mariner, LLC | $684K | $42.9M |
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, IMCG institutional holders.
Frequently asked questions
How much do XSMO and IMCG overlap?
0.0% by weight, with 0 holdings in common, using holdings for XSMO as of July 31, 2026 and IMCG as of July 31, 2026.
Do institutions hold both XSMO and IMCG?
153 Form 13F filers report positions in both, out of 593 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%.