IYR vs AMLP overlap
IYR and AMLP 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: IYR, SEC Form N-PORT, June 30, 2026; AMLP, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IYR | AMLP |
|---|---|---|
| Morgan Stanley | $374.6M | $833.2M |
| Bank of America Corp. | $426.7M | $459.7M |
| Goldman Sachs Group Inc. | $252.1M | $384.2M |
| Wells Fargo & Company | $61.0M | $385.2M |
| UBS Group AG | $214.8M | $156.8M |
| CIBC Bancorp USA Inc. | $248.4M | $2.9M |
| LPL Financial LLC | $38.1M | $201.2M |
| Royal Bank of Canada | $68.6M | $128.2M |
| Raymond James Financial Inc. | $20.3M | $145.7M |
| Stifel Financial Corp. | $86.5M | $51.5M |
| US Bancorp | $35.9M | $88.4M |
| Creative Planning | $2.1M | $115.4M |
| JPMorgan Chase & Co | $88.8M | $10.3M |
| Cambridge Investment Research Advisors, Inc. | $10.2M | $85.1M |
| Ameriprise Financial Inc. | $27.0M | $67.1M |
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: IYR institutional holders, AMLP institutional holders.
Frequently asked questions
How much do IYR and AMLP overlap?
0.0% by weight, with 0 holdings in common, using holdings for IYR as of June 30, 2026 and AMLP as of May 31, 2026.
Do institutions hold both IYR and AMLP?
211 Form 13F filers report positions in both, out of 1,082 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%.