XSW vs MBCE overlap

XSW and MBCE overlap 2.0% by weight, across 3 shared holdings.

XSWMBCE

Pick 2 to 4 ETFs.

2.0%

overlap by weight, across 3 shared holdings

XSW2.0% of the fund is in shared holdings, of 132

MBCE12.5% of the fund is in shared holdings, of 24

Top shared holdings

Holding	XSW	MBCE	Overlap
Microsoft Corp.MSFT	0.69%	4.38%	0.69%
Salesforce Inc.CRM	0.67%	3.75%	0.67%
Palantir Techn-aPLTR	0.66%	4.36%	0.66%

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: XSW, SEC Form N-PORT, June 30, 2026; MBCE, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 137 holding any

XSW44.3% of its 13F dollars, 3.8% of its 132 holders

MBCE99.4% of its 13F dollars, 50.0% of its 10 holders

Largest institutions holding both

Firm	XSW	MBCE
Kingsview Wealth Management, LLC	$18.7M	$175.8M
Morgan Stanley	$46.9M	$90K
Goldman Sachs Group Inc.	$4.7M	$19.5M
LPL Financial LLC	$12.8M	$4.2M
JPMorgan Chase & Co	$7.2M	$217K

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: XSW institutional holders, MBCE institutional holders.

Frequently asked questions

How much do XSW and MBCE overlap?

2.0% by weight, with 3 holdings in common, using holdings for XSW as of June 30, 2026 and MBCE as of May 31, 2026. The largest shared position is MSFT.

Do institutions hold both XSW and MBCE?

5 Form 13F filers report positions in both, out of 137 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%.