IGHG vs BWZ overlap
IGHG and BWZ 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: IGHG, SEC Form N-PORT, May 31, 2026; BWZ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IGHG | BWZ |
|---|---|---|
| Morgan Stanley | $27.4M | $4.3M |
| LPL Financial LLC | $17.3M | $2.7M |
| Wells Fargo & Company | $17.3M | $799K |
| UBS Group AG | $8.6M | $7.0M |
| Bank of America Corp. | $12.0M | $1.8M |
| Royal Bank of Canada | $1.1M | $5.7M |
| Osaic Holdings, Inc. | $3.6M | $2.3M |
| Envestnet Asset Management Inc. | $2.5M | $3.3M |
| Cetera Investment Advisers | $2.3M | $1.6M |
| Commonwealth Equity Services, LLC | $1.0M | $2.7M |
| MML Investors Services, LLC | $2.0M | $1.3M |
| Rockefeller Capital Management L.P. | $1.4M | $1.8M |
| Assetmark, Inc. | $2.4M | $12K |
| HighTower Advisors, LLC | $1.0M | $468K |
| Empirical Asset Management, LLC | $938K | $492K |
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: IGHG institutional holders, BWZ institutional holders.
Frequently asked questions
How much do IGHG and BWZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for IGHG as of May 31, 2026 and BWZ as of June 30, 2026.
Do institutions hold both IGHG and BWZ?
20 Form 13F filers report positions in both, out of 118 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%.