XSVM vs NUMV overlap
XSVM and NUMV 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: XSVM, SEC Form N-PORT, July 31, 2026; NUMV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XSVM | NUMV |
|---|---|---|
| Morgan Stanley | $26.4M | $45.8M |
| LPL Financial LLC | $56.7M | $6.6M |
| Bank of America Corp. | $31.8M | $12.4M |
| Royal Bank of Canada | $4.3M | $24.5M |
| Raymond James Financial Inc. | $11.0M | $16.9M |
| Envestnet Asset Management Inc. | $8.3M | $8.0M |
| Commonwealth Equity Services, LLC | $8.0M | $8.2M |
| UBS Group AG | $1.0M | $11.6M |
| Cetera Investment Advisers | $9.7M | $2.1M |
| Jones Financial Companies LLLP | $3.5M | $8.2M |
| Wells Fargo & Company | $2.4M | $8.7M |
| Osaic Holdings, Inc. | $8.6M | $866K |
| Private Advisor Group, LLC | $8.3M | $474K |
| Northwestern Mutual Wealth Management Co | $7.1M | $1.2M |
| MML Investors Services, LLC | $6.0M | $883K |
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, NUMV institutional holders.
Frequently asked questions
How much do XSVM and NUMV overlap?
0.0% by weight, with 0 holdings in common, using holdings for XSVM as of July 31, 2026 and NUMV as of July 31, 2026.
Do institutions hold both XSVM and NUMV?
41 Form 13F filers report positions in both, out of 220 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%.