XYLD vs MLPA overlap
XYLD and MLPA overlap 0.0% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (XYLD: July 31, 2026, MLPA: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | XYLD | MLPA | Overlap |
|---|---|---|---|
| Oneok Inc.OKE | 0.09% | 0.00% | 0.00% |
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; MLPA, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XYLD | MLPA |
|---|---|---|
| Morgan Stanley | $167.0M | $258.8M |
| UBS Group AG | $35.2M | $177.7M |
| LPL Financial LLC | $142.9M | $49.0M |
| Bank of America Corp. | $96.1M | $54.7M |
| Wells Fargo & Company | $38.7M | $59.9M |
| Creative Planning | $546K | $94.2M |
| Ameriprise Financial Inc. | $80.6M | $6.9M |
| Raymond James Financial Inc. | $20.6M | $35.1M |
| Osaic Holdings, Inc. | $42.1M | $11.3M |
| Envestnet Asset Management Inc. | $26.4M | $19.5M |
| Cetera Investment Advisers | $22.8M | $15.0M |
| Royal Bank of Canada | $9.6M | $19.8M |
| Cambridge Investment Research Advisors, Inc. | $16.6M | $4.7M |
| Principal Securities, Inc. | $18.5M | $741K |
| Rockefeller Capital Management L.P. | $2.9M | $14.8M |
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, MLPA institutional holders.
Frequently asked questions
How much do XYLD and MLPA overlap?
0.0% by weight, with 1 holdings in common, using holdings for XYLD as of July 31, 2026 and MLPA as of May 31, 2026. The largest shared position is OKE.
Do institutions hold both XYLD and MLPA?
92 Form 13F filers report positions in both, out of 430 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%.