MOO vs IAT overlap
MOO and IAT 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: MOO, SEC Form N-PORT, June 30, 2026; IAT, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | MOO | IAT |
|---|---|---|
| Morgan Stanley | $41.1M | $16.1M |
| Bank of America Corp. | $18.0M | $34.5M |
| Wells Fargo & Company | $6.3M | $33.0M |
| LPL Financial LLC | $14.4M | $14.9M |
| JPMorgan Chase & Co | $1.1M | $24.7M |
| UBS Group AG | $15.1M | $6.8M |
| Royal Bank of Canada | $2.3M | $15.7M |
| Raymond James Financial Inc. | $2.9M | $9.8M |
| BNP Paribas Financial Markets | $470K | $9.4M |
| US Bancorp | $1.9M | $7.3M |
| Ameriprise Financial Inc. | $4.4M | $4.5M |
| Commonwealth Equity Services, LLC | $4.1M | $4.3M |
| Cetera Investment Advisers | $4.5M | $3.6M |
| Cambridge Investment Research Advisors, Inc. | $1.0M | $5.3M |
| Steward Partners Investment Advisory, LLC | $649K | $5.0M |
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: MOO institutional holders, IAT institutional holders.
Frequently asked questions
How much do MOO and IAT overlap?
0.0% by weight, with 0 holdings in common, using holdings for MOO as of June 30, 2026 and IAT as of June 30, 2026.
Do institutions hold both MOO and IAT?
62 Form 13F filers report positions in both, out of 304 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%.