IHF vs FDIS overlap
IHF 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: IHF, SEC Form N-PORT, June 30, 2026; FDIS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IHF | FDIS |
|---|---|---|
| JPMorgan Chase & Co | $148.7M | $151K |
| LPL Financial LLC | $91.6M | $13.0M |
| Morgan Stanley | $47.5M | $24.3M |
| Bank of America Corp. | $23.6M | $12.6M |
| Royal Bank of Canada | $26.8M | $2.2M |
| Wells Fargo & Company | $20.6M | $4.1M |
| Envestnet Asset Management Inc. | $18.4M | $3.5M |
| Raymond James Financial Inc. | $7.9M | $8.4M |
| Commonwealth Equity Services, LLC | $3.1M | $12.8M |
| Cetera Investment Advisers | $9.9M | $4.8M |
| Stifel Financial Corp. | $6.8M | $5.9M |
| Goldman Sachs Group Inc. | $10.4M | $1.7M |
| Osaic Holdings, Inc. | $1.5M | $9.1M |
| UBS Group AG | $8.2M | $2.4M |
| Kestra Advisory Services, LLC | $1.5M | $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: IHF institutional holders, FDIS institutional holders.
Frequently asked questions
How much do IHF and FDIS overlap?
0.0% by weight, with 0 holdings in common, using holdings for IHF as of June 30, 2026 and FDIS as of July 31, 2026.
Do institutions hold both IHF and FDIS?
79 Form 13F filers report positions in both, out of 378 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%.