XTN vs IAK overlap
XTN and IAK 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: XTN, SEC Form N-PORT, June 30, 2026; IAK, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XTN | IAK |
|---|---|---|
| Morgan Stanley | $12.1M | $24.9M |
| LPL Financial LLC | $8.8M | $16.1M |
| Wells Fargo & Company | $13.1M | $11.3M |
| BNP Paribas Financial Markets | $3.5M | $7.0M |
| Bank of America Corp. | $3.3M | $5.4M |
| Cetera Investment Advisers | $3.0M | $4.2M |
| Raymond James Financial Inc. | $3.1M | $4.0M |
| Goldman Sachs Group Inc. | $922K | $5.0M |
| Stifel Financial Corp. | $1.9M | $3.8M |
| Osaic Holdings, Inc. | $2.7M | $1.9M |
| Federation des caisses Desjardins du Quebec | $58K | $3.5M |
| UBS Group AG | $1.0M | $2.3M |
| Royal Bank of Canada | $626K | $2.2M |
| J.W. Cole Advisors, Inc. | $269K | $2.0M |
| Equitable Holdings, Inc. | $296K | $1.5M |
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: XTN institutional holders, IAK institutional holders.
Frequently asked questions
How much do XTN and IAK overlap?
0.0% by weight, with 0 holdings in common, using holdings for XTN as of June 30, 2026 and IAK as of June 30, 2026.
Do institutions hold both XTN and IAK?
48 Form 13F filers report positions in both, out of 202 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%.