XSVM vs ISCV overlap
XSVM and ISCV overlap 7.4% by weight, across 107 shared holdings.
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Top shared holdings
| Holding | XSVM | ISCV | Overlap |
|---|---|---|---|
| Lincoln NATL CRPLNC | 1.86% | 0.20% | 0.20% |
| Jackson FI-aJXN | 0.78% | 0.20% | 0.20% |
| Atlantic Union BAUB | 0.76% | 0.18% | 0.18% |
| Radian Group Inc.RDN | 0.97% | 0.17% | 0.17% |
| Virtu Financia-aVIRT | 0.66% | 0.16% | 0.16% |
| Fulton FinancialFULT | 0.78% | 0.14% | 0.14% |
| PAR Pacific HOLDPARR | 1.61% | 0.13% | 0.13% |
| International SEINSW | 0.79% | 0.12% | 0.12% |
| Renasant Corp.RNST | 0.75% | 0.12% | 0.12% |
| Cathay General BCATY | 0.69% | 0.12% | 0.12% |
| Indep Bank/MAINDB | 0.70% | 0.12% | 0.12% |
| Apple HospitalitAPLE | 0.70% | 0.12% | 0.12% |
| United CommunityUCB | 0.76% | 0.12% | 0.12% |
| Signet JewelersSIG | 0.88% | 0.12% | 0.12% |
| Genworth FinanciGNW | 1.47% | 0.11% | 0.11% |
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: XSVM, SEC Form N-PORT, July 31, 2026; ISCV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XSVM | ISCV |
|---|---|---|
| LPL Financial LLC | $56.7M | $14.9M |
| Morgan Stanley | $26.4M | $22.6M |
| Bank of America Corp. | $31.8M | $15.3M |
| Royal Bank of Canada | $4.3M | $16.5M |
| Raymond James Financial Inc. | $11.0M | $8.6M |
| Envestnet Asset Management Inc. | $8.3M | $10.4M |
| Cetera Investment Advisers | $9.7M | $8.0M |
| Commonwealth Equity Services, LLC | $8.0M | $4.0M |
| UBS Group AG | $1.0M | $10.7M |
| Janney Montgomery Scott LLC | $9.4M | $1.1M |
| Wells Fargo & Company | $2.4M | $6.6M |
| Osaic Holdings, Inc. | $8.6M | $354K |
| Private Advisor Group, LLC | $8.3M | $247K |
| Northwestern Mutual Wealth Management Co | $7.1M | $997K |
| Cambridge Investment Research Advisors, Inc. | $1.7M | $5.8M |
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: XSVM institutional holders, ISCV institutional holders.
Frequently asked questions
How much do XSVM and ISCV overlap?
7.4% by weight, with 107 holdings in common, using holdings for XSVM as of July 31, 2026 and ISCV as of July 31, 2026. The largest shared position is LNC.
Do institutions hold both XSVM and ISCV?
51 Form 13F filers report positions in both, out of 210 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%.