IWS vs IWO overlap
IWS and IWO 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: IWS, SEC Form N-PORT, June 30, 2026; IWO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IWS | IWO |
|---|---|---|
| Morgan Stanley | $1.3B | $917.3M |
| Bank of America Corp. | $575.1M | $1.4B |
| Jones Financial Companies LLLP | $1.2B | $61.1M |
| Wells Fargo & Company | $597.3M | $277.7M |
| TIAA-CREF Individual & Institutional Services, LLC | $450.0M | $215.3M |
| Envestnet Asset Management Inc. | $138.0M | $425.6M |
| Cassaday & Co Wealth Management LLC | $171.8M | $373.1M |
| FMR LLC | $315.2M | $209.4M |
| Royal Bank of Canada | $358.1M | $129.6M |
| UBS Group AG | $277.5M | $201.4M |
| Commonwealth Equity Services, LLC | $307.5M | $167.6M |
| LPL Financial LLC | $200.9M | $235.8M |
| PNC Financial Services Group, Inc. | $201.6M | $233.5M |
| Envestnet Portfolio Solutions, Inc. | $415.2M | $7.0M |
| Goldman Sachs Group Inc. | $29.2M | $380.5M |
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: IWS institutional holders, IWO institutional holders.
Frequently asked questions
How much do IWS and IWO overlap?
0.0% by weight, with 0 holdings in common, using holdings for IWS as of June 30, 2026 and IWO as of June 30, 2026.
Do institutions hold both IWS and IWO?
656 Form 13F filers report positions in both, out of 1,491 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%.