IYH vs ARTY overlap
IYH and ARTY overlap 0.1% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | IYH | ARTY | Overlap |
|---|---|---|---|
| Tempus AI Inc.-aTEM | 0.08% | 0.89% | 0.08% |
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: IYH, SEC Form N-PORT, July 31, 2026; ARTY, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IYH | ARTY |
|---|---|---|
| Morgan Stanley | $147.7M | $181.7M |
| Bank of America Corp. | $102.3M | $109.7M |
| LPL Financial LLC | $99.3M | $107.1M |
| UBS Group AG | $172.7M | $30.8M |
| Northwestern Mutual Wealth Management Co | $69.0M | $92.9M |
| Wells Fargo & Company | $61.3M | $64.7M |
| Royal Bank of Canada | $56.9M | $40.3M |
| Raymond James Financial Inc. | $50.7M | $38.5M |
| Ameriprise Financial Inc. | $18.7M | $64.6M |
| Jones Financial Companies LLLP | $13.0M | $49.3M |
| Cetera Investment Advisers | $12.3M | $49.8M |
| BlackRock, Inc. | $468K | $59.7M |
| Goldman Sachs Group Inc. | $39.5M | $6.6M |
| Osaic Holdings, Inc. | $25.1M | $16.6M |
| HighTower Advisors, LLC | $18.0M | $16.6M |
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: IYH institutional holders, ARTY institutional holders.
Frequently asked questions
How much do IYH and ARTY overlap?
0.1% by weight, with 1 holdings in common, using holdings for IYH as of July 31, 2026 and ARTY as of June 30, 2026. The largest shared position is TEM.
Do institutions hold both IYH and ARTY?
173 Form 13F filers report positions in both, out of 754 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%.