MGNR vs IUS overlap
MGNR and IUS overlap 0.9% by weight, across 11 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (MGNR: July 31, 2026, IUS: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | MGNR | IUS | Overlap |
|---|---|---|---|
| Freeport-McMoranFCX | 3.54% | 0.23% | 0.23% |
| Bunge Global SABG | 3.17% | 0.19% | 0.19% |
| Diamondback ENERFANG | 2.34% | 0.13% | 0.13% |
| CF Industries HOCF | 1.09% | 0.08% | 0.08% |
| Alcoa Corp.AA | 2.71% | 0.07% | 0.07% |
| Permian Resour-aPR | 2.19% | 0.06% | 0.06% |
| Intl Paper CoIP | 2.06% | 0.04% | 0.04% |
| Andersons Inc.ANDE | 1.46% | 0.04% | 0.04% |
| Darling IngredieDAR | 3.61% | 0.04% | 0.04% |
| Packaging Corp.PKG | 1.66% | 0.04% | 0.04% |
| Antero ResourcesAR | 3.69% | 0.02% | 0.02% |
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: MGNR, SEC Form N-PORT, July 31, 2026; IUS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | MGNR | IUS |
|---|---|---|
| LPL Financial LLC | $34.0M | $117.0M |
| Morgan Stanley | $90.0M | $150K |
| Envestnet Asset Management Inc. | $9.7M | $56.4M |
| Osaic Holdings, Inc. | $32.3M | $29.3M |
| Rockefeller Capital Management L.P. | $367K | $45.6M |
| Wealth Enhancement Advisory Services, LLC | $44.1M | $1.5M |
| Kestra Advisory Services, LLC | $2.7M | $15.9M |
| Cambridge Investment Research Advisors, Inc. | $1.3M | $12.6M |
| Northwestern Mutual Wealth Management Co | $2.5M | $11.4M |
| NewEdge Advisors, LLC | $10.1M | $758K |
| Commonwealth Equity Services, LLC | $438K | $9.0M |
| Bank of America Corp. | $1.4M | $3.2M |
| HighTower Advisors, LLC | $3.1M | $478K |
| Integrated Wealth Concepts LLC | $15K | $2.6M |
| Orion Porfolio Solutions, LLC | $1.0M | $532K |
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: MGNR institutional holders, IUS institutional holders.
Frequently asked questions
How much do MGNR and IUS overlap?
0.9% by weight, with 11 holdings in common, using holdings for MGNR as of July 31, 2026 and IUS as of May 31, 2026. The largest shared position is FCX.
Do institutions hold both MGNR and IUS?
24 Form 13F filers report positions in both, out of 161 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%.