IYRI vs ESPO overlap
IYRI and ESPO 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: IYRI, SEC Form N-PORT, June 30, 2026; ESPO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IYRI | ESPO |
|---|---|---|
| LPL Financial LLC | $819K | $10.0M |
| Susquehanna International Group, LLP | $258K | $4.7M |
| RFG Advisory, LLC | $3.2M | $299K |
| Royal Bank of Canada | $580K | $1.9M |
| Steward Partners Investment Advisory, LLC | $507K | $1.7M |
| Stifel Financial Corp. | $900K | $266K |
| Osaic Holdings, Inc. | $44K | $802K |
| Commonwealth Equity Services, LLC | $234K | $526K |
| Wells Fargo & Company | $34 | $726K |
| Integrated Wealth Concepts LLC | $42K | $143K |
| IFP Advisors, Inc | $37K | $59K |
| CoreCap Advisors, LLC | $39K | $180 |
| Farther Finance Advisors, LLC | $22K | $10K |
| Harbour Investments, Inc. | $1K | $12K |
| Global Retirement Partners, LLC | $4K | $449 |
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: IYRI institutional holders, ESPO institutional holders.
Frequently asked questions
How much do IYRI and ESPO overlap?
0.0% by weight, with 0 holdings in common, using holdings for IYRI as of June 30, 2026 and ESPO as of June 30, 2026.
Do institutions hold both IYRI and ESPO?
15 Form 13F filers report positions in both, out of 122 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%.