IYJ vs FTXR overlap
IYJ and FTXR overlap 9.7% by weight, across 21 shared holdings.
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Top shared holdings
| Holding | IYJ | FTXR | Overlap |
|---|---|---|---|
| Union PAC Corp.UNP | 2.07% | 7.53% | 2.07% |
| CSX Corp.CSX | 1.12% | 4.08% | 1.12% |
| United Parcel-BUPS | 0.93% | 6.39% | 0.93% |
| Paccar Inc.PCAR | 0.82% | 3.49% | 0.82% |
| United RentalsURI | 0.81% | 4.95% | 0.81% |
| Fedex Corp.FDX | 0.80% | 2.97% | 0.80% |
| Wabtec Corp.WAB | 0.59% | 2.00% | 0.59% |
| Old Dominion FRTODFL | 0.47% | 1.69% | 0.47% |
| XPO Inc.XPO | 0.27% | 1.05% | 0.27% |
| Expeditors IntlEXPD | 0.27% | 1.24% | 0.27% |
| FTAI Aviation LTFTAI | 0.25% | 0.41% | 0.25% |
| Hunt (JB) TransJBHT | 0.24% | 2.36% | 0.24% |
| CH RobinsonCHRW | 0.21% | 1.01% | 0.21% |
| Knight-Swift TRAKNX | 0.13% | 1.79% | 0.13% |
| Ryder System Inc.R | 0.12% | 3.56% | 0.12% |
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: IYJ, SEC Form N-PORT, July 31, 2026; FTXR, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IYJ | FTXR |
|---|---|---|
| Morgan Stanley | $127.8M | $30.2M |
| Wells Fargo & Company | $73.4M | $29.1M |
| LPL Financial LLC | $54.8M | $11.0M |
| Royal Bank of Canada | $44.0M | $9.3M |
| Raymond James Financial Inc. | $33.5M | $13.3M |
| UBS Group AG | $29.7M | $33K |
| Cambridge Investment Research Advisors, Inc. | $18.1M | $2.2M |
| NewEdge Advisors, LLC | $723K | $18.6M |
| Advisory Services Network, LLC | $1.1M | $16.9M |
| Osaic Holdings, Inc. | $16.6M | $490K |
| &Partners | $246K | $16.9M |
| Goldman Sachs Group Inc. | $11.5M | $5.2M |
| Prospera Financial Services Inc | $15.6M | $248K |
| MinichMacGregor Wealth Management, LLC | $14.5M | $759K |
| Janney Montgomery Scott LLC | $9.5M | $1.2M |
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: IYJ institutional holders, FTXR institutional holders.
Frequently asked questions
How much do IYJ and FTXR overlap?
9.7% by weight, with 21 holdings in common, using holdings for IYJ as of July 31, 2026 and FTXR as of June 30, 2026. The largest shared position is UNP.
Do institutions hold both IYJ and FTXR?
37 Form 13F filers report positions in both, out of 367 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%.