XVV vs UFOX overlap
XVV and UFOX overlap 14.3% by weight, across 22 shared holdings.
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Top shared holdings
| Holding | XVV | UFOX | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 7.41% | 3.83% | 3.83% |
| Nvidia Corp.NVDA | 8.44% | 3.71% | 3.71% |
| Broadcom Inc.AVGO | 3.12% | 3.82% | 3.12% |
| Cisco SystemsCSCO | 0.81% | 3.35% | 0.81% |
| Oracle Corp.ORCL | 0.43% | 2.03% | 0.43% |
| Qualcomm Inc.QCOM | 0.34% | 2.00% | 0.34% |
| Verizon CommunicVZ | 0.31% | 0.86% | 0.31% |
| Arista NetworksANET | 0.31% | 1.88% | 0.31% |
| At&T Inc.T | 0.25% | 0.79% | 0.25% |
| Equinix Inc.EQIX | 0.18% | 1.11% | 0.18% |
| Datadog Inc.-aDDOG | 0.15% | 2.09% | 0.15% |
| T-Mobile US Inc.TMUS | 0.14% | 0.81% | 0.14% |
| American Tower CAMT | 0.13% | 0.93% | 0.13% |
| Ciena Corp.CIEN | 0.12% | 1.47% | 0.12% |
| Lumentum HOLLITE | 0.12% | 1.29% | 0.12% |
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: XVV, SEC Form N-PORT, June 30, 2026; UFOX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XVV | UFOX |
|---|---|---|
| LPL Financial LLC | $17.4M | $27.4M |
| Cetera Investment Advisers | $977K | $13.8M |
| Raymond James Financial Inc. | $3.2M | $8.5M |
| Kestra Advisory Services, LLC | $922K | $8.6M |
| Commonwealth Equity Services, LLC | $1.6M | $6.7M |
| HighTower Advisors, LLC | $2.6M | $4.9M |
| Rockefeller Capital Management L.P. | $403K | $4.6M |
| Bank of America Corp. | $1.7M | $3.0M |
| Royal Bank of Canada | $1.8M | $2.2M |
| Cambridge Investment Research Advisors, Inc. | $1.1M | $2.9M |
| Osaic Holdings, Inc. | $656K | $3.1M |
| Lido Advisors, LLC | $2.1M | $950K |
| Susquehanna International Group, LLP | $1.3M | $1.7M |
| Gould Asset Management LLC | $2.6M | $361K |
| Envestnet Asset Management Inc. | $1.7M | $1.2M |
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: XVV institutional holders, UFOX institutional holders.
Frequently asked questions
How much do XVV and UFOX overlap?
14.3% by weight, with 22 holdings in common, using holdings for XVV as of June 30, 2026 and UFOX as of June 30, 2026. The largest shared position is AAPL.
Do institutions hold both XVV and UFOX?
41 Form 13F filers report positions in both, out of 316 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%.