PEX vs IGGY overlap
PEX and IGGY overlap 2.7% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | PEX | IGGY | Overlap |
|---|---|---|---|
| 3I Group PLCIII | 8.59% | 2.71% | 2.71% |
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: PEX, SEC Form N-PORT, May 31, 2026; IGGY, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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: PEX institutional holders, IGGY institutional holders.
Frequently asked questions
How much do PEX and IGGY overlap?
2.7% by weight, with 1 holdings in common, using holdings for PEX as of May 31, 2026 and IGGY as of May 31, 2026. The largest shared position is III.
Do institutions hold both PEX and IGGY?
0 Form 13F filers report positions in both, out of 16 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%.