YNOT vs LEXI overlap
YNOT and LEXI overlap 7.0% by weight, across 8 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | YNOT | LEXI | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 8.28% | 1.67% | 1.67% |
| Applied MaterialAMAT | 1.39% | 1.51% | 1.39% |
| Caterpillar Inc.CAT | 2.39% | 1.17% | 1.17% |
| Microsoft Corp.MSFT | 5.78% | 0.79% | 0.79% |
| Tesla Inc.TSLA | 0.99% | 0.68% | 0.68% |
| META Platforms-aMETA | 0.96% | 0.56% | 0.56% |
| Freeport-McMoranFCX | 0.53% | 0.69% | 0.53% |
| Oracle Corp.ORCL | 2.08% | 0.19% | 0.19% |
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: YNOT, SEC Form N-PORT, May 31, 2026; LEXI, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | YNOT | LEXI |
|---|---|---|
| UBS Group AG | $2K | $1K |
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: YNOT institutional holders, LEXI institutional holders.
Frequently asked questions
How much do YNOT and LEXI overlap?
7.0% by weight, with 8 holdings in common, using holdings for YNOT as of May 31, 2026 and LEXI as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both YNOT and LEXI?
1 Form 13F filers report positions in both, out of 17 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%.