XTWY vs SMB overlap
XTWY and SMB 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: XTWY, SEC Form N-PORT, July 31, 2026; SMB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XTWY | SMB |
|---|---|---|
| Envestnet Asset Management Inc. | $130.8M | $1.1M |
| Gradient Investments LLC | $44.3M | $2.3M |
| Bank of America Corp. | $3.1M | $26.8M |
| Morgan Stanley | $73 | $15.1M |
| LPL Financial LLC | $464K | $10.3M |
| UBS Group AG | $35K | $6.1M |
| AE Wealth Management LLC | $3.8M | $104K |
| Jones Financial Companies LLLP | $3K | $1.8M |
| Thrivent Financial for Lutherans | $524K | $465K |
| Tower Research Capital LLC (TRC) | $925K | $14K |
| FMR LLC | $2K | $120K |
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: XTWY institutional holders, SMB institutional holders.
Frequently asked questions
How much do XTWY and SMB overlap?
0.0% by weight, with 0 holdings in common, using holdings for XTWY as of July 31, 2026 and SMB as of July 31, 2026.
Do institutions hold both XTWY and SMB?
11 Form 13F filers report positions in both, out of 119 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%.