XSVN vs IBTO overlap
XSVN and IBTO overlap 10.1% by weight, across 10 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | XSVN | IBTO | Overlap |
|---|---|---|---|
| US Treasury N/B | 1.80% | 17.27% | 1.80% |
| US Treasury N/BT | 1.58% | 14.11% | 1.58% |
| US Treasury N/B | 1.47% | 13.76% | 1.47% |
| US Treasury N/B | 1.43% | 15.43% | 1.43% |
| US Treasury N/BT | 0.70% | 5.39% | 0.70% |
| US Treasury N/B | 0.68% | 6.34% | 0.68% |
| US Treasury N/BT | 0.68% | 6.46% | 0.68% |
| US Treasury N/B | 0.64% | 6.07% | 0.64% |
| US Treasury N/BT | 0.58% | 6.31% | 0.58% |
| US Treasury N/BT | 0.55% | 7.58% | 0.55% |
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; IBTO, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XSVN | IBTO |
|---|---|---|
| Envestnet Asset Management Inc. | $108.2M | $15.8M |
| Morgan Stanley | $2K | $25.4M |
| AE Wealth Management LLC | $21.1M | $6K |
| Cetera Investment Advisers | $4.1M | $10.0M |
| Bank of America Corp. | $9.8M | $3.7M |
| Lido Advisors, LLC | $5.3M | $1.2M |
| UBS Group AG | $1K | $4.3M |
| Royal Bank of Canada | $9K | $3.2M |
| Cambridge Investment Research Advisors, Inc. | $2.4M | $770K |
| LPL Financial LLC | $1.3M | $1.2M |
| Jane Street Group, LLC | $1.5M | $925K |
| Osaic Holdings, Inc. | $182K | $120K |
| CoreCap Advisors, LLC | $6K | $12K |
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, IBTO institutional holders.
Frequently asked questions
How much do XSVN and IBTO overlap?
10.1% by weight, with 10 holdings in common, using holdings for XSVN as of July 31, 2026 and IBTO as of July 31, 2026. The largest shared position is US TREASURY N/B.
Do institutions hold both XSVN and IBTO?
13 Form 13F filers report positions in both, out of 134 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%.