IYR vs FTEC overlap
IYR and FTEC 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; FTEC, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IYR | FTEC |
|---|---|---|
| Bank of America Corp. | $426.7M | $272.3M |
| Lido Advisors, LLC | $1.6M | $573.8M |
| Morgan Stanley | $374.6M | $116.3M |
| BNP Paribas Financial Markets | $382.7M | $5.2M |
| LPL Financial LLC | $38.1M | $219.4M |
| Goldman Sachs Group Inc. | $252.1M | $2.5M |
| UBS Group AG | $214.8M | $37.3M |
| CIBC Bancorp USA Inc. | $248.4M | $1.1M |
| Envestnet Asset Management Inc. | $14.3M | $191.2M |
| Commonwealth Equity Services, LLC | $4.2M | $190.9M |
| Cambridge Investment Research Advisors, Inc. | $10.2M | $147.1M |
| JPMorgan Chase & Co | $88.8M | $43.1M |
| Northwestern Mutual Wealth Management Co | $37.6M | $91.4M |
| Mercer Global Advisors Inc. | $19.2M | $102.1M |
| Stifel Financial Corp. | $86.5M | $31.8M |
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, FTEC institutional holders.
Frequently asked questions
How much do IYR and FTEC overlap?
0.0% by weight, with 0 holdings in common, using holdings for IYR as of June 30, 2026 and FTEC as of July 31, 2026.
Do institutions hold both IYR and FTEC?
197 Form 13F filers report positions in both, out of 944 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%.