IAK vs FTXO overlap
IAK and FTXO 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: IAK, SEC Form N-PORT, June 30, 2026; FTXO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IAK | FTXO |
|---|---|---|
| Morgan Stanley | $24.9M | $28.2M |
| LPL Financial LLC | $16.1M | $31.4M |
| Wells Fargo & Company | $11.3M | $17.9M |
| Bank of America Corp. | $5.4M | $17.1M |
| Raymond James Financial Inc. | $4.0M | $11.0M |
| UBS Group AG | $2.3M | $10.3M |
| Cambridge Investment Research Advisors, Inc. | $3.2M | $9.4M |
| Cetera Investment Advisers | $4.2M | $5.3M |
| Envestnet Asset Management Inc. | $397K | $8.4M |
| Two Sigma Investments, LP | $4.4M | $4.0M |
| Janney Montgomery Scott LLC | $4.3M | $3.5M |
| Goldman Sachs Group Inc. | $5.0M | $2.2M |
| NewEdge Advisors, LLC | $5K | $6.4M |
| Royal Bank of Canada | $2.2M | $4.1M |
| Citadel Advisors LLC | $5.2M | $896K |
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: IAK institutional holders, FTXO institutional holders.
Frequently asked questions
How much do IAK and FTXO overlap?
0.0% by weight, with 0 holdings in common, using holdings for IAK as of June 30, 2026 and FTXO as of June 30, 2026.
Do institutions hold both IAK and FTXO?
58 Form 13F filers report positions in both, out of 216 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%.