IGE vs FISR overlap
IGE and FISR 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: IGE, SEC Form N-PORT, June 30, 2026; FISR, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IGE | FISR |
|---|---|---|
| LPL Financial LLC | $15.4M | $90.9M |
| Envestnet Asset Management Inc. | $10.1M | $66.9M |
| Morgan Stanley | $44.5M | $250K |
| NewEdge Advisors, LLC | $599K | $21.8M |
| Royal Bank of Canada | $13.9M | $0 |
| HighTower Advisors, LLC | $1.2M | $10.6M |
| MML Investors Services, LLC | $4.1M | $3.7M |
| Raymond James Financial Inc. | $1.8M | $3.6M |
| Cambridge Investment Research Advisors, Inc. | $1.9M | $1.9M |
| Harbour Investments, Inc. | $236K | $3.0M |
| Sanctuary Advisors, LLC | $1.1M | $1.7M |
| AE Wealth Management LLC | $3K | $2.7M |
| Independent Advisor Alliance | $1.6M | $547K |
| Osaic Holdings, Inc. | $1.9M | $189K |
| Citadel Advisors LLC | $1.7M | $248K |
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: IGE institutional holders, FISR institutional holders.
Frequently asked questions
How much do IGE and FISR overlap?
0.0% by weight, with 0 holdings in common, using holdings for IGE as of June 30, 2026 and FISR as of June 30, 2026.
Do institutions hold both IGE and FISR?
22 Form 13F filers report positions in both, out of 220 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%.