IEO vs BCD overlap
IEO and BCD 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: IEO, SEC Form N-PORT, June 30, 2026; BCD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IEO | BCD |
|---|---|---|
| Morgan Stanley | $32.7M | $68K |
| Envestnet Asset Management Inc. | $1.8M | $17.8M |
| LPL Financial LLC | $9.8M | $5.6M |
| Cetera Investment Advisers | $1.2M | $10.8M |
| Wells Fargo & Company | $9.8M | $13 |
| UBS Group AG | $4.3M | $4.4M |
| Commonwealth Equity Services, LLC | $6.0M | $1.4M |
| Osaic Holdings, Inc. | $1.4M | $4.5M |
| Stifel Financial Corp. | $1.3M | $4.6M |
| Susquehanna International Group, LLP | $4.3M | $1.2M |
| Citadel Advisors LLC | $4.8M | $401K |
| Royal Bank of Canada | $5.1M | $69K |
| Cambridge Investment Research Advisors, Inc. | $4.0M | $614K |
| Assetmark, Inc. | $4K | $4.6M |
| MML Investors Services, LLC | $473K | $3.0M |
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: IEO institutional holders, BCD institutional holders.
Frequently asked questions
How much do IEO and BCD overlap?
0.0% by weight, with 0 holdings in common, using holdings for IEO as of June 30, 2026 and BCD as of June 30, 2026.
Do institutions hold both IEO and BCD?
29 Form 13F filers report positions in both, out of 218 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%.