IHE vs FDIS overlap
IHE and FDIS 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: IHE, SEC Form N-PORT, June 30, 2026; FDIS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IHE | FDIS |
|---|---|---|
| Fisher Asset Management, LLC | $270.6M | $6.6M |
| AE Wealth Management LLC | $81K | $126.6M |
| Bank of America Corp. | $85.4M | $12.6M |
| Morgan Stanley | $45.3M | $24.3M |
| JPMorgan Chase & Co | $55.5M | $151K |
| LPL Financial LLC | $22.9M | $13.0M |
| Assetmark, Inc. | $57K | $22.2M |
| Goldman Sachs Group Inc. | $18.4M | $1.7M |
| Royal Bank of Canada | $13.4M | $2.2M |
| Raymond James Financial Inc. | $7.1M | $8.4M |
| Commonwealth Equity Services, LLC | $2.6M | $12.8M |
| UBS Group AG | $10.9M | $2.4M |
| Wells Fargo & Company | $7.5M | $4.1M |
| Osaic Holdings, Inc. | $958K | $9.1M |
| Kestra Advisory Services, LLC | $642K | $8.6M |
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: IHE institutional holders, FDIS institutional holders.
Frequently asked questions
How much do IHE and FDIS overlap?
0.0% by weight, with 0 holdings in common, using holdings for IHE as of June 30, 2026 and FDIS as of July 31, 2026.
Do institutions hold both IHE and FDIS?
82 Form 13F filers report positions in both, out of 366 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%.