ICVT vs GTO overlap
ICVT and GTO overlap 0.3% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | ICVT | GTO | Overlap |
|---|---|---|---|
| CenterPoint Energy Inc | 0.30% | 0.14% | 0.14% |
| PPL Capital Funding Inc | 0.35% | 0.08% | 0.08% |
| Boston Properties LP | 0.28% | 0.07% | 0.07% |
| ON Semiconductor Corp | 0.42% | 0.03% | 0.03% |
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: ICVT, SEC Form N-PORT, July 31, 2026; GTO, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | ICVT | GTO |
|---|---|---|
| Bank of America Corp. | $288.9M | $237.2M |
| LPL Financial LLC | $100.0M | $254.5M |
| Envestnet Asset Management Inc. | $86.5M | $173.0M |
| Osaic Holdings, Inc. | $11.0M | $133.2M |
| Morgan Stanley | $44.1M | $79.7M |
| Private Advisor Group, LLC | $6.5M | $66.6M |
| Bank of New York Mellon Corp | $2.7M | $62.5M |
| Goldman Sachs Group Inc. | $59.8M | $2.8M |
| MML Investors Services, LLC | $34.4M | $17.5M |
| Raymond James Financial Inc. | $16.4M | $32.7M |
| Cetera Investment Advisers | $14.7M | $30.3M |
| Jones Financial Companies LLLP | $475 | $37.8M |
| Dynamic Advisor Solutions LLC | $553K | $32.8M |
| JPMorgan Chase & Co | $25.8M | $1.4M |
| HighTower Advisors, LLC | $6.9M | $18.9M |
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: ICVT institutional holders, GTO institutional holders.
Frequently asked questions
How much do ICVT and GTO overlap?
0.3% by weight, with 4 holdings in common, using holdings for ICVT as of July 31, 2026 and GTO as of July 31, 2026. The largest shared position is CenterPoint Energy Inc.
Do institutions hold both ICVT and GTO?
92 Form 13F filers report positions in both, out of 519 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%.