IVES vs IAK overlap
IVES and IAK 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: IVES, SEC Form N-PORT, July 31, 2026; IAK, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IVES | IAK |
|---|---|---|
| HighTower Advisors, LLC | $28.8M | $1.7M |
| Morgan Stanley | $239K | $24.9M |
| Cambridge Investment Research Advisors, Inc. | $18.5M | $3.2M |
| LPL Financial LLC | $1.7M | $16.1M |
| Stifel Financial Corp. | $10.7M | $3.8M |
| Raymond James Financial Inc. | $9.2M | $4.0M |
| Wells Fargo & Company | $26K | $11.3M |
| Cetera Investment Advisers | $4.3M | $4.2M |
| Citadel Advisors LLC | $2.3M | $5.2M |
| NewEdge Advisors, LLC | $6.6M | $5K |
| Federation des caisses Desjardins du Quebec | $2.7M | $3.5M |
| Janney Montgomery Scott LLC | $1.1M | $4.3M |
| Qube Research & Technologies Ltd | $2.0M | $618K |
| Royal Bank of Canada | $475K | $2.2M |
| Tower Research Capital LLC (TRC) | $1.3M | $1.3M |
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: IVES institutional holders, IAK institutional holders.
Frequently asked questions
How much do IVES and IAK overlap?
0.0% by weight, with 0 holdings in common, using holdings for IVES as of July 31, 2026 and IAK as of June 30, 2026.
Do institutions hold both IVES and IAK?
45 Form 13F filers report positions in both, out of 236 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%.