PHYL vs IGEB overlap
PHYL and IGEB overlap 0.0% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | PHYL | IGEB | Overlap |
|---|---|---|---|
| Pilgrim's PridePPC | 0.03% | 0.32% | 0.03% |
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: PHYL, SEC Form N-PORT, May 29, 2026; IGEB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | PHYL | IGEB |
|---|---|---|
| Envestnet Asset Management Inc. | $52.8M | $177.8M |
| State of New Jersey Common Pension Fund D | $75.9M | $86.7M |
| LPL Financial LLC | $11.8M | $122.4M |
| Raymond James Financial Inc. | $80.2M | $2.6M |
| Ameriprise Financial Inc. | $51.0M | $17.8M |
| Morgan Stanley | $129K | $53.1M |
| Cambridge Investment Research Advisors, Inc. | $11.1M | $38.6M |
| Cetera Investment Advisers | $15.6M | $30.4M |
| MML Investors Services, LLC | $9.2M | $29.1M |
| OneDigital Investment Advisors LLC | $7.3M | $28.9M |
| PNC Financial Services Group, Inc. | $29.0M | $668K |
| JPMorgan Chase & Co | $14.2M | $10.9M |
| Capital Analysts, LLC | $19.5M | $9K |
| UBS Group AG | $4K | $19.4M |
| Wells Fargo & Company | $18.9M | $10K |
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: PHYL institutional holders, IGEB institutional holders.
Frequently asked questions
How much do PHYL and IGEB overlap?
0.0% by weight, with 1 holdings in common, using holdings for PHYL as of May 29, 2026 and IGEB as of May 31, 2026. The largest shared position is PPC.
Do institutions hold both PHYL and IGEB?
44 Form 13F filers report positions in both, out of 279 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%.