XTL vs CMBS overlap
XTL and CMBS 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: XTL, SEC Form N-PORT, June 30, 2026; CMBS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XTL | CMBS |
|---|---|---|
| UBS Group AG | $5.6M | $71.5M |
| LPL Financial LLC | $30.7M | $20.7M |
| Morgan Stanley | $32.4M | $13.2M |
| Bank of America Corp. | $25.4M | $7.5M |
| AE Wealth Management LLC | $8K | $28.0M |
| Cambridge Investment Research Advisors, Inc. | $18.0M | $1.0M |
| Raymond James Financial Inc. | $10.6M | $6.7M |
| Cetera Investment Advisers | $6.8M | $7.9M |
| Wells Fargo & Company | $2.6M | $9.2M |
| Royal Bank of Canada | $7.4M | $249K |
| Osaic Holdings, Inc. | $1.3M | $5.9M |
| Citadel Advisors LLC | $5.2M | $1.8M |
| Commonwealth Equity Services, LLC | $4.8M | $1.4M |
| Envestnet Asset Management Inc. | $2.8M | $2.4M |
| HRT Financial LP | $4.5M | $397K |
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: XTL institutional holders, CMBS institutional holders.
Frequently asked questions
How much do XTL and CMBS overlap?
0.0% by weight, with 0 holdings in common, using holdings for XTL as of June 30, 2026 and CMBS as of July 31, 2026.
Do institutions hold both XTL and CMBS?
35 Form 13F filers report positions in both, out of 183 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%.