LEND vs IROC overlap

LEND and IROC overlap 0.0% by weight, across 0 shared holdings.

LENDIROC

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

LEND0.0% of the fund is in shared holdings, of 1,303

IROC0.0% of the fund is in shared holdings, of 155

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: LEND, SEC Form N-PORT, June 30, 2026; IROC, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 114 holding any

LEND32.4% of its 13F dollars, 6.5% of its 92 holders

IROC4.0% of its 13F dollars, 21.4% of its 28 holders

Largest institutions holding both

Firm	LEND	IROC
Osaic Holdings, Inc.	$30.0M	$915K
LPL Financial LLC	$2.6M	$1.1M
Jane Street Group, LLC	$1.9M	$1.0M
Cetera Investment Advisers	$801K	$1.3M
Commonwealth Equity Services, LLC	$1.8M	$273K
UBS Group AG	$270K	$5K

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: LEND institutional holders, IROC institutional holders.

Frequently asked questions

How much do LEND and IROC overlap?

0.0% by weight, with 0 holdings in common, using holdings for LEND as of June 30, 2026 and IROC as of July 31, 2026.

Do institutions hold both LEND and IROC?

6 Form 13F filers report positions in both, out of 114 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%.