IGM vs AMLP overlap
IGM and AMLP 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: IGM, SEC Form N-PORT, June 30, 2026; AMLP, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IGM | AMLP |
|---|---|---|
| Morgan Stanley | $384.7M | $833.2M |
| Bank of America Corp. | $528.7M | $459.7M |
| Wells Fargo & Company | $67.6M | $385.2M |
| LPL Financial LLC | $222.2M | $201.2M |
| Raymond James Financial Inc. | $271.5M | $145.7M |
| Goldman Sachs Group Inc. | $30.2M | $384.2M |
| Royal Bank of Canada | $195.5M | $128.2M |
| Envestnet Asset Management Inc. | $270.7M | $50.1M |
| UBS Group AG | $88.5M | $156.8M |
| Janney Montgomery Scott LLC | $142.8M | $29.1M |
| Cerity Partners LLC | $154.4M | $8.0M |
| Truist Financial Corp. | $152.7M | $7.6M |
| JPMorgan Chase & Co | $146.0M | $10.3M |
| Ameriprise Financial Inc. | $85.8M | $67.1M |
| Creative Planning | $6.8M | $115.4M |
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: IGM institutional holders, AMLP institutional holders.
Frequently asked questions
How much do IGM and AMLP overlap?
0.0% by weight, with 0 holdings in common, using holdings for IGM as of June 30, 2026 and AMLP as of May 31, 2026.
Do institutions hold both IGM and AMLP?
245 Form 13F filers report positions in both, out of 1,120 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%.