XTEN vs FLGV overlap
XTEN and FLGV overlap 12.1% by weight, across 13 shared holdings.
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Top shared holdings
| Holding | XTEN | FLGV | Overlap |
|---|---|---|---|
| US Treasury N/B | 3.29% | 3.42% | 3.29% |
| US Treasury N/BT | 3.35% | 2.19% | 2.19% |
| US Treasury N/B | 3.18% | 1.60% | 1.60% |
| US Treasury N/B | 1.71% | 1.27% | 1.27% |
| US Treasury N/BT | 1.39% | 1.21% | 1.21% |
| US Treasury N/BT | 1.38% | 0.75% | 0.75% |
| US Treasury N/B | 0.46% | 5.48% | 0.46% |
| US Treasury N/B | 0.54% | 0.44% | 0.44% |
| US Treasury N/B | 0.36% | 0.23% | 0.23% |
| US Treasury N/B | 0.23% | 0.22% | 0.22% |
| US Treasury N/B | 2.08% | 0.19% | 0.19% |
| US Treasury N/B | 0.15% | 0.62% | 0.15% |
| US Treasury N/BT | 3.24% | 0.10% | 0.10% |
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; FLGV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XTEN | FLGV |
|---|---|---|
| Envestnet Asset Management Inc. | $117.2M | $8.9M |
| Bank of America Corp. | $2.0M | $114.6M |
| JPMorgan Chase & Co | $57.1M | $93K |
| Osaic Holdings, Inc. | $1.1M | $48.4M |
| Janney Montgomery Scott LLC | $543K | $37.4M |
| LPL Financial LLC | $1.3M | $17.6M |
| Cetera Investment Advisers | $9.7M | $8.2M |
| AE Wealth Management LLC | $9.0M | $1K |
| MGO One Seven LLC | $941K | $4.2M |
| MML Investors Services, LLC | $4.3M | $216K |
| Farther Finance Advisors, LLC | $2.1M | $803K |
| Susquehanna International Group, LLP | $2.4M | $401K |
| NewEdge Advisors, LLC | $1.1M | $1.3M |
| Cambridge Investment Research Advisors, Inc. | $1.6M | $472K |
| Thrivent Financial for Lutherans | $338K | $351K |
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, FLGV institutional holders.
Frequently asked questions
How much do XTEN and FLGV overlap?
12.1% by weight, with 13 holdings in common, using holdings for XTEN as of July 31, 2026 and FLGV as of June 30, 2026. The largest shared position is US TREASURY N/B.
Do institutions hold both XTEN and FLGV?
18 Form 13F filers report positions in both, out of 212 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%.