XSOE vs EWL overlap
XSOE and EWL 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; EWL, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XSOE | EWL |
|---|---|---|
| BlackRock, Inc. | $13K | $396.6M |
| Bank of America Corp. | $87.4M | $137.4M |
| Morgan Stanley | $145.2M | $75.8M |
| UBS Group AG | $68.5M | $65.8M |
| LPL Financial LLC | $79.4M | $11.3M |
| Wells Fargo & Company | $51.6M | $8.4M |
| JPMorgan Chase & Co | $5.3M | $24.9M |
| Susquehanna International Group, LLP | $23.6M | $2.5M |
| Lido Advisors, LLC | $3.5M | $21.2M |
| Osaic Holdings, Inc. | $15.4M | $897K |
| Cetera Investment Advisers | $14.5M | $842K |
| Jane Street Group, LLC | $7.0M | $7.9M |
| Stifel Financial Corp. | $14.0M | $349K |
| Ameriprise Financial Inc. | $11.0M | $2.1M |
| Arax Advisory Partners | $10.9M | $2K |
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, EWL institutional holders.
Frequently asked questions
How much do XSOE and EWL overlap?
0.0% by weight, with 0 holdings in common, using holdings for XSOE as of June 30, 2026 and EWL as of May 31, 2026.
Do institutions hold both XSOE and EWL?
65 Form 13F filers report positions in both, out of 364 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%.