XSVN vs IBHI overlap
XSVN and IBHI 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: XSVN, SEC Form N-PORT, July 31, 2026; IBHI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XSVN | IBHI |
|---|---|---|
| Envestnet Asset Management Inc. | $108.2M | $3.4M |
| Morgan Stanley | $2K | $36.4M |
| Blue Trust, Inc. | $23.2M | $20K |
| Bank of America Corp. | $9.8M | $10.4M |
| LPL Financial LLC | $1.3M | $11.4M |
| Cambridge Investment Research Advisors, Inc. | $2.4M | $6.6M |
| Lido Advisors, LLC | $5.3M | $1.0M |
| Cetera Investment Advisers | $4.1M | $743K |
| Jane Street Group, LLC | $1.5M | $1.4M |
| Thrivent Financial for Lutherans | $1.1M | $527K |
| UBS Group AG | $1K | $1.0M |
| Royal Bank of Canada | $9K | $865K |
| Citadel Advisors LLC | $459K | $259K |
| Osaic Holdings, Inc. | $182K | $494K |
| Global Retirement Partners, LLC | $23K | $154K |
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: XSVN institutional holders, IBHI institutional holders.
Frequently asked questions
How much do XSVN and IBHI overlap?
0.0% by weight, with 0 holdings in common, using holdings for XSVN as of July 31, 2026 and IBHI as of July 31, 2026.
Do institutions hold both XSVN and IBHI?
16 Form 13F filers report positions in both, out of 141 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%.