IOO vs HEFA overlap
IOO and HEFA 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: IOO, SEC Form N-PORT, June 30, 2026; HEFA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IOO | HEFA |
|---|---|---|
| Goldman Sachs Group Inc. | $3.8M | $2.3B |
| Northwestern Mutual Wealth Management Co | $383.8M | $165.6M |
| LPL Financial LLC | $172.3M | $161.2M |
| Morgan Stanley | $155.2M | $168.2M |
| Envestnet Asset Management Inc. | $46.3M | $206.8M |
| Bank of America Corp. | $157.2M | $91.0M |
| Ameriprise Financial Inc. | $33.4M | $192.1M |
| JPMorgan Chase & Co | $6.0M | $201.3M |
| Wells Fargo & Company | $40.7M | $95.7M |
| Raymond James Financial Inc. | $90.0M | $46.3M |
| Cetera Investment Advisers | $47.1M | $71.9M |
| Osaic Holdings, Inc. | $35.5M | $63.8M |
| Cambridge Investment Research Advisors, Inc. | $23.1M | $62.9M |
| UBS Group AG | $59.8M | $25.9M |
| Waverly Advisors, LLC | $2.2M | $79.5M |
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: IOO institutional holders, HEFA institutional holders.
Frequently asked questions
How much do IOO and HEFA overlap?
0.0% by weight, with 0 holdings in common, using holdings for IOO as of June 30, 2026 and HEFA as of July 31, 2026.
Do institutions hold both IOO and HEFA?
152 Form 13F filers report positions in both, out of 677 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%.