XSHQ vs TPLC overlap
XSHQ and TPLC 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: XSHQ, SEC Form N-PORT, May 31, 2026; TPLC, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XSHQ | TPLC |
|---|---|---|
| LPL Financial LLC | $30.1M | $18.1M |
| Larson Financial Group LLC | $27.6M | $146K |
| Cambridge Investment Research Advisors, Inc. | $1.6M | $10.9M |
| Geneos Wealth Management Inc. | $39K | $9.8M |
| Northwestern Mutual Wealth Management Co | $7.4M | $1.7M |
| Raymond James Financial Inc. | $5.0M | $2.0M |
| Jones Financial Companies LLLP | $3.2M | $2.1M |
| Cetera Investment Advisers | $2.1M | $3.1M |
| Ameriprise Financial Inc. | $284K | $4.3M |
| Morgan Stanley | $3.9M | $352 |
| Citadel Advisors LLC | $363K | $2.2M |
| EverSource Wealth Advisors, LLC | $27K | $2.3M |
| Osaic Holdings, Inc. | $947K | $806K |
| Envestnet Asset Management Inc. | $918K | $688K |
| Royal Bank of Canada | $748K | $453K |
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: XSHQ institutional holders, TPLC institutional holders.
Frequently asked questions
How much do XSHQ and TPLC overlap?
0.0% by weight, with 0 holdings in common, using holdings for XSHQ as of May 31, 2026 and TPLC as of June 30, 2026.
Do institutions hold both XSHQ and TPLC?
24 Form 13F filers report positions in both, out of 150 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%.