XTL vs ESN overlap
XTL and ESN overlap 2.7% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | XTL | ESN | Overlap |
|---|---|---|---|
| Verizon CommunicVZ | 2.73% | 2.66% | 2.66% |
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: XTL, SEC Form N-PORT, June 30, 2026; ESN, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XTL | ESN |
|---|---|---|
| Raymond James Financial Inc. | $10.6M | $32.7M |
| LPL Financial LLC | $30.7M | $7.7M |
| UBS Group AG | $5.6M | $19.6M |
| Harbour Investments, Inc. | $142K | $17.1M |
| Royal Bank of Canada | $7.4M | $3.5M |
| Commonwealth Equity Services, LLC | $4.8M | $1.2M |
| Equitable Holdings, Inc. | $3.8M | $1.8M |
| Rockefeller Capital Management L.P. | $246K | $4.2M |
| Envestnet Asset Management Inc. | $2.8M | $777K |
| GTS Securities LLC | $448K | $1.7M |
| Allworth Financial LP | $21K | $528K |
| Farther Finance Advisors, LLC | $63K | $36K |
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, ESN institutional holders.
Frequently asked questions
How much do XTL and ESN overlap?
2.7% by weight, with 1 holdings in common, using holdings for XTL as of June 30, 2026 and ESN as of May 31, 2026. The largest shared position is VZ.
Do institutions hold both XTL and ESN?
12 Form 13F filers report positions in both, out of 139 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%.