XSOE vs MLPA overlap
XSOE and MLPA 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; MLPA, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XSOE | MLPA |
|---|---|---|
| Morgan Stanley | $145.2M | $258.8M |
| UBS Group AG | $68.5M | $177.7M |
| Bank of America Corp. | $87.4M | $54.7M |
| LPL Financial LLC | $79.4M | $49.0M |
| Wells Fargo & Company | $51.6M | $59.9M |
| Raymond James Financial Inc. | $4.5M | $35.1M |
| Cetera Investment Advisers | $14.5M | $15.0M |
| OneDigital Investment Advisors LLC | $28.9M | $239K |
| Osaic Holdings, Inc. | $15.4M | $11.3M |
| Envestnet Asset Management Inc. | $5.4M | $19.5M |
| Susquehanna International Group, LLP | $23.6M | $683K |
| Royal Bank of Canada | $672K | $19.8M |
| Stifel Financial Corp. | $14.0M | $5.6M |
| Ameriprise Financial Inc. | $11.0M | $6.9M |
| Focus Partners Wealth | $7.7M | $9.3M |
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, MLPA institutional holders.
Frequently asked questions
How much do XSOE and MLPA overlap?
0.0% by weight, with 0 holdings in common, using holdings for XSOE as of June 30, 2026 and MLPA as of May 31, 2026.
Do institutions hold both XSOE and MLPA?
72 Form 13F filers report positions in both, out of 411 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%.