GWX vs AIA overlap
GWX and AIA 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: GWX, SEC Form N-PORT, June 30, 2026; AIA, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | GWX | AIA |
|---|---|---|
| Bank of Montreal | $761K | $99.6M |
| Jane Street Group, LLC | $7.2M | $66.1M |
| LPL Financial LLC | $59.2M | $11.3M |
| Susquehanna International Group, LLP | $497K | $46.0M |
| Morgan Stanley | $11.7M | $31.8M |
| Envestnet Asset Management Inc. | $40.7M | $2.1M |
| Bank of America Corp. | $24.1M | $18.7M |
| Osaic Holdings, Inc. | $27.2M | $1.1M |
| Cambridge Investment Research Advisors, Inc. | $13.6M | $13.6M |
| Cetera Investment Advisers | $25.4M | $659K |
| Wells Fargo & Company | $14.5M | $9.3M |
| Assetmark, Inc. | $19.4M | $134K |
| Creative Planning | $11.3M | $8.1M |
| Cerity Partners LLC | $14.8M | $230K |
| UBS Group AG | $6.0M | $8.3M |
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: GWX institutional holders, AIA institutional holders.
Frequently asked questions
How much do GWX and AIA overlap?
0.0% by weight, with 0 holdings in common, using holdings for GWX as of June 30, 2026 and AIA as of June 30, 2026.
Do institutions hold both GWX and AIA?
54 Form 13F filers report positions in both, out of 348 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%.