XYLD vs TOUS overlap
XYLD and TOUS overlap 0.1% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | XYLD | TOUS | Overlap |
|---|---|---|---|
| Roper TechnologiROP | 0.06% | 1.35% | 0.06% |
| Amcor PLCAMCR | 0.03% | 0.31% | 0.03% |
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; TOUS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XYLD | TOUS |
|---|---|---|
| LPL Financial LLC | $142.9M | $95.5M |
| Morgan Stanley | $167.0M | $71.0M |
| Ameriprise Financial Inc. | $80.6M | $56.5M |
| Wells Fargo & Company | $38.7M | $67.5M |
| Cetera Investment Advisers | $22.8M | $29.5M |
| Osaic Holdings, Inc. | $42.1M | $6.5M |
| Raymond James Financial Inc. | $20.6M | $18.8M |
| Envestnet Asset Management Inc. | $26.4M | $5.2M |
| Jane Street Group, LLC | $438K | $30.4M |
| Cambridge Investment Research Advisors, Inc. | $16.6M | $4.2M |
| Principal Securities, Inc. | $18.5M | $273K |
| Integrated Wealth Concepts LLC | $294K | $14.3M |
| Wealth Enhancement Advisory Services, LLC | $2.2M | $12.0M |
| Commonwealth Equity Services, LLC | $4.3M | $8.9M |
| JPMorgan Chase & Co | $126K | $11.0M |
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, TOUS institutional holders.
Frequently asked questions
How much do XYLD and TOUS overlap?
0.1% by weight, with 2 holdings in common, using holdings for XYLD as of July 31, 2026 and TOUS as of July 31, 2026. The largest shared position is ROP.
Do institutions hold both XYLD and TOUS?
42 Form 13F filers report positions in both, out of 317 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%.