MODL vs IWC overlap
MODL and IWC 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: MODL, SEC Form N-PORT, June 30, 2026; IWC, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | MODL | IWC |
|---|---|---|
| Bank of America Corp. | $104.3M | $52.1M |
| LPL Financial LLC | $73.1M | $11.6M |
| Janney Montgomery Scott LLC | $76.5M | $405K |
| Raymond James Financial Inc. | $66.6M | $8.9M |
| Integrated Wealth Concepts LLC | $64.9M | $1.2M |
| Morgan Stanley | $23.1M | $26.5M |
| Envestnet Asset Management Inc. | $19.5M | $11.6M |
| Rockefeller Capital Management L.P. | $30.4M | $168K |
| Royal Bank of Canada | $20.7M | $4.9M |
| Cetera Investment Advisers | $813K | $21.3M |
| Stifel Financial Corp. | $18.1M | $348K |
| Assetmark, Inc. | $11K | $12.8M |
| Cambridge Investment Research Advisors, Inc. | $8.1M | $4.6M |
| Steward Partners Investment Advisory, LLC | $8.0M | $5K |
| JPMorgan Chase & Co | $375K | $7.6M |
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: MODL institutional holders, IWC institutional holders.
Frequently asked questions
How much do MODL and IWC overlap?
0.0% by weight, with 0 holdings in common, using holdings for MODL as of June 30, 2026 and IWC as of June 30, 2026.
Do institutions hold both MODL and IWC?
27 Form 13F filers report positions in both, out of 298 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%.