XTN vs SRVR overlap
XTN and SRVR 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; SRVR, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XTN | SRVR |
|---|---|---|
| Bank of America Corp. | $3.3M | $73.9M |
| Northwestern Mutual Wealth Management Co | $80K | $38.4M |
| Ameriprise Financial Inc. | $2.7M | $26.5M |
| Morgan Stanley | $12.1M | $17.0M |
| LPL Financial LLC | $8.8M | $11.2M |
| Wells Fargo & Company | $13.1M | $6.0M |
| UBS Group AG | $1.0M | $15.6M |
| Raymond James Financial Inc. | $3.1M | $2.9M |
| Cetera Investment Advisers | $3.0M | $3.0M |
| Royal Bank of Canada | $626K | $4.7M |
| Osaic Holdings, Inc. | $2.7M | $729K |
| Integrated Wealth Concepts LLC | $2.4M | $899K |
| Rockefeller Capital Management L.P. | $1.1M | $1.2M |
| Stifel Financial Corp. | $1.9M | $425K |
| JPMorgan Chase & Co | $1.3M | $65 |
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, SRVR institutional holders.
Frequently asked questions
How much do XTN and SRVR overlap?
0.0% by weight, with 0 holdings in common, using holdings for XTN as of June 30, 2026 and SRVR as of July 31, 2026.
Do institutions hold both XTN and SRVR?
38 Form 13F filers report positions in both, out of 176 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%.