XTEN vs APCB overlap
XTEN and APCB overlap 7.1% by weight, across 37 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (XTEN: July 31, 2026, APCB: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | XTEN | APCB | Overlap |
|---|---|---|---|
| US Treasury N/B | 3.32% | 1.52% | 1.52% |
| US Treasury N/B | 3.34% | 0.96% | 0.96% |
| US Treasury N/B | 3.18% | 0.78% | 0.78% |
| US Treasury N/BT | 3.82% | 0.67% | 0.67% |
| US Treasury N/B | 3.29% | 0.42% | 0.42% |
| US Treasury N/B | 3.23% | 0.31% | 0.31% |
| US Treasury N/B | 3.28% | 0.28% | 0.28% |
| US Treasury N/B | 0.63% | 0.27% | 0.27% |
| US Treasury N/B | 1.80% | 0.24% | 0.24% |
| US Treasury N/B | 0.46% | 0.23% | 0.23% |
| US Treasury N/B | 1.70% | 0.21% | 0.21% |
| US Treasury N/B | 0.19% | 0.27% | 0.19% |
| US Treasury N/B | 1.41% | 0.18% | 0.18% |
| US Treasury N/BT | 3.24% | 0.09% | 0.09% |
| US Treasury N/B | 3.44% | 0.09% | 0.09% |
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: XTEN, SEC Form N-PORT, July 31, 2026; APCB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XTEN | APCB |
|---|---|---|
| Envestnet Asset Management Inc. | $117.2M | $421.2M |
| LPL Financial LLC | $1.3M | $36.4M |
| Cetera Investment Advisers | $9.7M | $9.3M |
| MML Investors Services, LLC | $4.3M | $14.4M |
| &Partners | $2.6M | $6.3M |
| Osaic Holdings, Inc. | $1.1M | $6.3M |
| Spire Wealth Management | $57K | $6.0M |
| Farther Finance Advisors, LLC | $2.1M | $2.0M |
| Susquehanna International Group, LLP | $2.4M | $1.4M |
| Cambridge Investment Research Advisors, Inc. | $1.6M | $476K |
| NewEdge Advisors, LLC | $1.1M | $273K |
| Mariner, LLC | $238K | $624K |
| Commonwealth Equity Services, LLC | $204K | $302K |
| Integrated Wealth Concepts LLC | $279K | $2K |
| Morgan Stanley | $33K | $37K |
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: XTEN institutional holders, APCB institutional holders.
Frequently asked questions
How much do XTEN and APCB overlap?
7.1% by weight, with 37 holdings in common, using holdings for XTEN as of July 31, 2026 and APCB as of May 31, 2026. The largest shared position is US TREASURY N/B.
Do institutions hold both XTEN and APCB?
16 Form 13F filers report positions in both, out of 203 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%.