IYJ vs FUTY overlap
IYJ and FUTY 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: IYJ, SEC Form N-PORT, July 31, 2026; FUTY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IYJ | FUTY |
|---|---|---|
| Bank of America Corp. | $73.9M | $402.2M |
| Morgan Stanley | $127.8M | $21.9M |
| AE Wealth Management LLC | $226K | $109.0M |
| LPL Financial LLC | $54.8M | $50.7M |
| Wells Fargo & Company | $73.4M | $3.7M |
| Cambridge Investment Research Advisors, Inc. | $18.1M | $48.6M |
| Osaic Holdings, Inc. | $16.6M | $46.4M |
| MML Investors Services, LLC | $48.2M | $2.1M |
| Royal Bank of Canada | $44.0M | $3.7M |
| Raymond James Financial Inc. | $33.5M | $6.1M |
| UBS Group AG | $29.7M | $4.3M |
| Kestra Advisory Services, LLC | $1.0M | $32.1M |
| Envestnet Asset Management Inc. | $7.4M | $24.5M |
| Commonwealth Equity Services, LLC | $5.8M | $23.4M |
| HighTower Advisors, LLC | $8.9M | $17.3M |
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: IYJ institutional holders, FUTY institutional holders.
Frequently asked questions
How much do IYJ and FUTY overlap?
0.0% by weight, with 0 holdings in common, using holdings for IYJ as of July 31, 2026 and FUTY as of July 31, 2026.
Do institutions hold both IYJ and FUTY?
111 Form 13F filers report positions in both, out of 488 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%.