ISHG vs CATH overlap
ISHG and CATH 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: ISHG, SEC Form N-PORT, July 31, 2026; CATH, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | ISHG | CATH |
|---|---|---|
| Envestnet Asset Management Inc. | $56.0M | $4.2M |
| Morgan Stanley | $11.6M | $47.6M |
| NewEdge Wealth, LLC | $53.6M | $487K |
| Bank of America Corp. | $5.7M | $41.2M |
| Royal Bank of Canada | $25.6M | $6.5M |
| Truist Financial Corp. | $1.2M | $29.7M |
| LPL Financial LLC | $12.7M | $15.4M |
| Raymond James Financial Inc. | $18.9M | $5.5M |
| CIBC Bancorp USA Inc. | $22.0M | $666K |
| Mercer Global Advisors Inc. | $17.5M | $1.8M |
| Wells Fargo & Company | $1.0M | $14.6M |
| UBS Group AG | $7.1M | $4.0M |
| Beacon Pointe Advisors, LLC | $7.4M | $1.2M |
| Fifth Third Bancorp | $323K | $8.1M |
| Allworth Financial LP | $74K | $7.3M |
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: ISHG institutional holders, CATH institutional holders.
Frequently asked questions
How much do ISHG and CATH overlap?
0.0% by weight, with 0 holdings in common, using holdings for ISHG as of July 31, 2026 and CATH as of July 31, 2026.
Do institutions hold both ISHG and CATH?
34 Form 13F filers report positions in both, out of 296 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%.