XTEN vs MTBA overlap
XTEN and MTBA 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: XTEN, SEC Form N-PORT, July 31, 2026; MTBA, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XTEN | MTBA |
|---|---|---|
| Envestnet Asset Management Inc. | $117.2M | $110.4M |
| Prime Capital Investment Advisors, LLC | $188.5M | $246K |
| Fifth Third Bancorp | $102.5M | $283K |
| MML Investors Services, LLC | $4.3M | $95.1M |
| JPMorgan Chase & Co | $57.1M | $8.8M |
| LPL Financial LLC | $1.3M | $26.7M |
| Arax Advisory Partners | $19.9M | $54K |
| Royal Bank of Canada | $593K | $12.2M |
| Commonwealth Equity Services, LLC | $204K | $9.8M |
| Sanctuary Advisors, LLC | $240K | $9.6M |
| Wealth Enhancement Advisory Services, LLC | $2.3M | $7.4M |
| AE Wealth Management LLC | $9.0M | $50K |
| Janney Montgomery Scott LLC | $543K | $5.6M |
| NWAM LLC | $316K | $5.7M |
| Mutual Advisors, LLC | $3.0M | $418K |
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, MTBA institutional holders.
Frequently asked questions
How much do XTEN and MTBA overlap?
0.0% by weight, with 0 holdings in common, using holdings for XTEN as of July 31, 2026 and MTBA as of June 30, 2026.
Do institutions hold both XTEN and MTBA?
35 Form 13F filers report positions in both, out of 295 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%.