PHO vs IYE overlap
PHO and IYE 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: PHO, SEC Form N-PORT, July 31, 2026; IYE, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PHO | IYE |
|---|---|---|
| Morgan Stanley | $90.1M | $100.5M |
| Bank of America Corp. | $110.5M | $59.4M |
| LPL Financial LLC | $55.6M | $38.0M |
| Wells Fargo & Company | $13.3M | $50.7M |
| UBS Group AG | $20.9M | $33.6M |
| Goldman Sachs Group Inc. | $650K | $41.6M |
| Royal Bank of Canada | $22.3M | $18.4M |
| Raymond James Financial Inc. | $24.0M | $9.1M |
| Ameriprise Financial Inc. | $8.5M | $17.6M |
| Cetera Investment Advisers | $13.8M | $9.8M |
| PNC Financial Services Group, Inc. | $19.9M | $461K |
| Osaic Holdings, Inc. | $11.5M | $7.9M |
| Cambridge Investment Research Advisors, Inc. | $2.1M | $14.4M |
| Commonwealth Equity Services, LLC | $10.8M | $5.4M |
| Jones Financial Companies LLLP | $4.2M | $7.1M |
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: PHO institutional holders, IYE institutional holders.
Frequently asked questions
How much do PHO and IYE overlap?
0.0% by weight, with 0 holdings in common, using holdings for PHO as of July 31, 2026 and IYE as of July 31, 2026.
Do institutions hold both PHO and IYE?
138 Form 13F filers report positions in both, out of 567 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%.