XCEM vs ILOW overlap
XCEM and ILOW overlap 2.5% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | XCEM | ILOW | Overlap |
|---|---|---|---|
| TSMC2330 | 14.94% | 2.50% | 2.50% |
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: XCEM, SEC Form N-PORT, June 30, 2026; ILOW, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XCEM | ILOW |
|---|---|---|
| Morgan Stanley | $188.1M | $154K |
| Northwestern Mutual Wealth Management Co | $74.2M | $44.2M |
| LPL Financial LLC | $84.5M | $32.9M |
| CIBC Bancorp USA Inc. | $95.6M | $1.9M |
| Raymond James Financial Inc. | $56.3M | $2.2M |
| Ameriprise Financial Inc. | $29.4M | $286K |
| Wells Fargo & Company | $27.1M | $768K |
| UBS Group AG | $18.6M | $522K |
| Stratos Wealth Partners, LTD. | $1.6M | $13.0M |
| Royal Bank of Canada | $13.4M | $294K |
| Osaic Holdings, Inc. | $12.6M | $3K |
| Kingsview Wealth Management, LLC | $10.9M | $783K |
| Cetera Investment Advisers | $8.2M | $866K |
| Envestnet Asset Management Inc. | $7.1M | $1.2M |
| Jane Street Group, LLC | $5.1M | $2.4M |
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: XCEM institutional holders, ILOW institutional holders.
Frequently asked questions
How much do XCEM and ILOW overlap?
2.5% by weight, with 1 holdings in common, using holdings for XCEM as of June 30, 2026 and ILOW as of May 31, 2026. The largest shared position is 2330.
Do institutions hold both XCEM and ILOW?
31 Form 13F filers report positions in both, out of 230 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%.