XSOE vs DDWM overlap
XSOE and DDWM 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: XSOE, SEC Form N-PORT, June 30, 2026; DDWM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XSOE | DDWM |
|---|---|---|
| LPL Financial LLC | $79.4M | $183.8M |
| Morgan Stanley | $145.2M | $109.5M |
| Bank of America Corp. | $87.4M | $49.6M |
| UBS Group AG | $68.5M | $36.7M |
| Raymond James Financial Inc. | $4.5M | $70.3M |
| Axxcess Wealth Management, LLC | $590K | $57.3M |
| Wells Fargo & Company | $51.6M | $812K |
| Cetera Investment Advisers | $14.5M | $36.7M |
| Envestnet Asset Management Inc. | $5.4M | $34.7M |
| OneDigital Investment Advisors LLC | $28.9M | $8.4M |
| SK Wealth Management, LLC | $3.6M | $33.1M |
| Cambridge Investment Research Advisors, Inc. | $3.7M | $31.0M |
| Steward Partners Investment Advisory, LLC | $485K | $32.5M |
| MML Investors Services, LLC | $1.0M | $30.9M |
| Baird Financial Group, Inc. | $1.7M | $24.0M |
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: XSOE institutional holders, DDWM institutional holders.
Frequently asked questions
How much do XSOE and DDWM overlap?
0.0% by weight, with 0 holdings in common, using holdings for XSOE as of June 30, 2026 and DDWM as of June 30, 2026.
Do institutions hold both XSOE and DDWM?
76 Form 13F filers report positions in both, out of 304 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%.