XSMO vs PSC overlap
XSMO and PSC overlap 15.1% by weight, across 69 shared holdings.
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Top shared holdings
| Holding | XSMO | PSC | Overlap |
|---|---|---|---|
| Enova InternatioENVA | 1.52% | 0.76% | 0.76% |
| Powell INDS Inc.POWL | 1.76% | 0.75% | 0.75% |
| MYR Group Inc./deMYRG | 1.59% | 0.62% | 0.62% |
| Granite ConstrGVA | 1.55% | 0.56% | 0.56% |
| Stonex Group Inc.SNEX | 2.17% | 0.54% | 0.54% |
| Wisdomtree Inc.WT | 0.80% | 0.53% | 0.53% |
| ACM Research-aACMR | 1.78% | 0.50% | 0.50% |
| PTC TherapeuticsPTCT | 1.43% | 0.47% | 0.47% |
| Protagonist THERPTGX | 2.57% | 0.47% | 0.47% |
| Ameris BancorpABCB | 1.13% | 0.45% | 0.45% |
| Clear Secure I-aYOU | 1.06% | 0.42% | 0.42% |
| ESCO Tech Inc.ESE | 2.97% | 0.37% | 0.37% |
| Primoris ServicePRIM | 1.63% | 0.36% | 0.36% |
| AXOS Financial IAX | 1.50% | 0.36% | 0.36% |
| PAR Pacific HOLDPARR | 1.66% | 0.34% | 0.34% |
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; PSC, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XSMO | PSC |
|---|---|---|
| Envestnet Asset Management Inc. | $167.2M | $184.9M |
| LPL Financial LLC | $238.1M | $84.3M |
| Raymond James Financial Inc. | $158.7M | $134.1M |
| Morgan Stanley | $106.0M | $129.5M |
| Osaic Holdings, Inc. | $193.4M | $10.3M |
| Wells Fargo & Company | $86.9M | $97.1M |
| Principal Securities, Inc. | $2.4M | $172.3M |
| Ameriprise Financial Inc. | $847K | $166.6M |
| Northwestern Mutual Wealth Management Co | $67.8M | $16.5M |
| Bank of America Corp. | $77.4M | $4.6M |
| Cambridge Investment Research Advisors, Inc. | $69.2M | $1.7M |
| Jones Financial Companies LLLP | $47.8M | $22K |
| Wealth Enhancement Advisory Services, LLC | $10.3M | $33.1M |
| Stifel Financial Corp. | $24.6M | $12.8M |
| Royal Bank of Canada | $10.4M | $24.8M |
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, PSC institutional holders.
Frequently asked questions
How much do XSMO and PSC overlap?
15.1% by weight, with 69 holdings in common, using holdings for XSMO as of July 31, 2026 and PSC as of June 30, 2026. The largest shared position is ENVA.
Do institutions hold both XSMO and PSC?
57 Form 13F filers report positions in both, out of 372 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%.