XYLD vs ICOW overlap
XYLD and ICOW 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: XYLD, SEC Form N-PORT, July 31, 2026; ICOW, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XYLD | ICOW |
|---|---|---|
| Morgan Stanley | $167.0M | $101.3M |
| Bank of America Corp. | $96.1M | $167.2M |
| LPL Financial LLC | $142.9M | $108.2M |
| Wells Fargo & Company | $38.7M | $101.0M |
| UBS Group AG | $35.2M | $64.7M |
| Raymond James Financial Inc. | $20.6M | $38.3M |
| Osaic Holdings, Inc. | $42.1M | $15.5M |
| Baird Financial Group, Inc. | $13.3M | $41.5M |
| Northwestern Mutual Wealth Management Co | $2.6M | $48.4M |
| Cetera Investment Advisers | $22.8M | $25.6M |
| Royal Bank of Canada | $9.6M | $37.7M |
| Cambridge Investment Research Advisors, Inc. | $16.6M | $28.1M |
| Envestnet Asset Management Inc. | $26.4M | $16.6M |
| AlphaCore Capital LLC | $222K | $21.3M |
| Commonwealth Equity Services, LLC | $4.3M | $14.3M |
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: XYLD institutional holders, ICOW institutional holders.
Frequently asked questions
How much do XYLD and ICOW overlap?
0.0% by weight, with 0 holdings in common, using holdings for XYLD as of July 31, 2026 and ICOW as of July 31, 2026.
Do institutions hold both XYLD and ICOW?
75 Form 13F filers report positions in both, out of 387 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%.