IHF vs IHE overlap
IHF and IHE 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; IHE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IHF | IHE |
|---|---|---|
| JPMorgan Chase & Co | $148.7M | $55.5M |
| LPL Financial LLC | $91.6M | $22.9M |
| Bank of America Corp. | $23.6M | $85.4M |
| Morgan Stanley | $47.5M | $45.3M |
| Royal Bank of Canada | $26.8M | $13.4M |
| Goldman Sachs Group Inc. | $10.4M | $18.4M |
| Wells Fargo & Company | $20.6M | $7.5M |
| Tidal Investments LLC | $20.9M | $3.7M |
| UBS Group AG | $8.2M | $10.9M |
| Envestnet Asset Management Inc. | $18.4M | $571K |
| Raymond James Financial Inc. | $7.9M | $7.1M |
| Cetera Investment Advisers | $9.9M | $1.9M |
| BNP Paribas Financial Markets | $2.8M | $5.2M |
| Merit Financial Group, LLC | $4.7M | $3.1M |
| Brown Advisory Inc. | $231K | $7.5M |
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, IHE institutional holders.
Frequently asked questions
How much do IHF and IHE overlap?
0.0% by weight, with 0 holdings in common, using holdings for IHF as of June 30, 2026 and IHE as of June 30, 2026.
Do institutions hold both IHF and IHE?
82 Form 13F filers report positions in both, out of 345 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%.