MDY vs IWP overlap
MDY and IWP overlap 20.0% by weight, across 98 shared holdings. MDY is shown using IJH, which tracks the same index.
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MDY files no portfolio holdings with the SEC; shown using IJH, which tracks the same index, as of June 30, 2026.
Top shared holdings
| Holding | MDY | IWP | Overlap |
|---|---|---|---|
| Carpenter TechCRS | 0.84% | 0.81% | 0.81% |
| ATI Inc.ATI | 0.74% | 0.73% | 0.73% |
| Mastec Inc.MTZ | 0.71% | 0.71% | 0.71% |
| Woodward Inc.WWD | 0.70% | 0.69% | 0.69% |
| Sterling InfrastSTRL | 0.71% | 0.69% | 0.69% |
| Macom TechnologyMTSI | 0.69% | 0.70% | 0.69% |
| XPO Inc.XPO | 0.66% | 0.64% | 0.64% |
| Everpure Inc.-aP | 0.68% | 0.58% | 0.58% |
| Lattice SemicondLSCC | 0.58% | 0.57% | 0.57% |
| FabrinetFN | 0.55% | 0.55% | 0.55% |
| Burlington StoreBURL | 0.55% | 0.54% | 0.54% |
| ROKU Inc.ROKU | 0.50% | 0.47% | 0.47% |
| BWX TechnologiesBWXT | 0.49% | 0.46% | 0.46% |
| Sitime Corp.SITM | 0.46% | 0.45% | 0.45% |
| TTM TechnologiesTTMI | 0.53% | 0.45% | 0.45% |
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: MDY, IJH's SEC Form N-PORT, June 30, 2026; IWP, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | MDY | IWP |
|---|---|---|
| Morgan Stanley | $868.9M | $2.9B |
| Bank of America Corp. | $1.4B | $1.0B |
| Wells Fargo & Company | $829.2M | $781.1M |
| Envestnet Asset Management Inc. | $63.1M | $858.9M |
| US Bancorp | $677.9M | $198.2M |
| UBS Group AG | $457.9M | $398.0M |
| Northwestern Mutual Wealth Management Co | $635.4M | $217.6M |
| PNC Financial Services Group, Inc. | $487.7M | $354.9M |
| Northern Trust Corp. | $738.2M | $18.8M |
| Goldman Sachs Group Inc. | $637.4M | $66.2M |
| Pathstone Holdings, LLC | $597.5M | $24.7M |
| LPL Financial LLC | $116.9M | $399.1M |
| Raymond James Financial Inc. | $343.8M | $145.9M |
| Ameriprise Financial Inc. | $60.4M | $373.5M |
| Commonwealth Equity Services, LLC | $46.9M | $324.8M |
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: MDY institutional holders, IWP institutional holders.
Frequently asked questions
How much do MDY and IWP overlap?
20.0% by weight, with 98 holdings in common, using holdings for MDY as of June 30, 2026 and IWP as of June 30, 2026. The largest shared position is CRS.
Do institutions hold both MDY and IWP?
684 Form 13F filers report positions in both, out of 2,066 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%.