IWC vs GOVI overlap
IWC and GOVI 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: IWC, SEC Form N-PORT, June 30, 2026; GOVI, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IWC | GOVI |
|---|---|---|
| LPL Financial LLC | $11.6M | $119.6M |
| Bank of America Corp. | $52.1M | $16.7M |
| Bank of New York Mellon Corp | $374K | $65.9M |
| Cetera Investment Advisers | $21.3M | $30.0M |
| Morgan Stanley | $26.5M | $6.9M |
| Wells Fargo & Company | $27.5M | $4.9M |
| Envestnet Asset Management Inc. | $11.6M | $13.5M |
| Private Advisor Group, LLC | $247K | $22.4M |
| Integrated Wealth Concepts LLC | $1.2M | $15.4M |
| Commonwealth Equity Services, LLC | $1.2M | $14.0M |
| Royal Bank of Canada | $4.9M | $7.6M |
| UBS Group AG | $10.0M | $489K |
| Susquehanna International Group, LLP | $6.1M | $3.6M |
| Cambridge Investment Research Advisors, Inc. | $4.6M | $4.9M |
| Raymond James Financial Inc. | $8.9M | $265K |
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: IWC institutional holders, GOVI institutional holders.
Frequently asked questions
How much do IWC and GOVI overlap?
0.0% by weight, with 0 holdings in common, using holdings for IWC as of June 30, 2026 and GOVI as of May 31, 2026.
Do institutions hold both IWC and GOVI?
39 Form 13F filers report positions in both, out of 323 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%.