XSMO vs IVOO overlap
XSMO and IVOO overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (XSMO: July 31, 2026, IVOO: 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
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; IVOO, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XSMO | IVOO |
|---|---|---|
| LPL Financial LLC | $238.1M | $43.0M |
| Goldman Sachs Group Inc. | $1.6M | $266.8M |
| Bank of America Corp. | $77.4M | $180.6M |
| Morgan Stanley | $106.0M | $125.8M |
| Osaic Holdings, Inc. | $193.4M | $15.9M |
| Raymond James Financial Inc. | $158.7M | $48.9M |
| Envestnet Asset Management Inc. | $167.2M | $34.3M |
| Northwestern Mutual Wealth Management Co | $67.8M | $93.4M |
| Wells Fargo & Company | $86.9M | $40.4M |
| Cetera Investment Advisers | $86.9M | $29.4M |
| UBS Group AG | $1.3M | $107.1M |
| Cambridge Investment Research Advisors, Inc. | $69.2M | $20.0M |
| Apollon Wealth Management, LLC | $51.9M | $264K |
| Jones Financial Companies LLLP | $47.8M | $3.9M |
| Royal Bank of Canada | $10.4M | $32.8M |
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, IVOO institutional holders.
Frequently asked questions
How much do XSMO and IVOO overlap?
0.0% by weight, with 0 holdings in common, using holdings for XSMO as of July 31, 2026 and IVOO as of May 31, 2026.
Do institutions hold both XSMO and IVOO?
114 Form 13F filers report positions in both, out of 554 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%.