IVAL vs INCO overlap
IVAL and INCO 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: IVAL, SEC Form N-PORT, June 30, 2026; INCO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IVAL | INCO |
|---|---|---|
| LPL Financial LLC | $331K | $6.8M |
| Jane Street Group, LLC | $1.4M | $3.6M |
| Old Mission Capital LLC | $297K | $3.6M |
| Raymond James Financial Inc. | $308K | $2.4M |
| Osaic Holdings, Inc. | $14K | $1.6M |
| Sankala Group LLC | $862K | $48K |
| Royal Bank of Canada | $93K | $120K |
| Wells Fargo & Company | $22 | $8K |
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: IVAL institutional holders, INCO institutional holders.
Frequently asked questions
How much do IVAL and INCO overlap?
0.0% by weight, with 0 holdings in common, using holdings for IVAL as of June 30, 2026 and INCO as of June 30, 2026.
Do institutions hold both IVAL and INCO?
8 Form 13F filers report positions in both, out of 87 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%.