PSI vs IYK overlap
PSI and IYK 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: PSI, SEC Form N-PORT, July 31, 2026; IYK, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PSI | IYK |
|---|---|---|
| LPL Financial LLC | $92.3M | $59.5M |
| Morgan Stanley | $80.3M | $49.8M |
| HighTower Advisors, LLC | $84.9M | $935K |
| Bank of America Corp. | $42.7M | $40.7M |
| JPMorgan Chase & Co | $692K | $72.8M |
| Northwestern Mutual Wealth Management Co | $22.9M | $34.4M |
| UBS Group AG | $27.7M | $26.5M |
| Cambridge Investment Research Advisors, Inc. | $27.5M | $25.4M |
| Raymond James Financial Inc. | $33.8M | $15.8M |
| Royal Bank of Canada | $19.2M | $19.7M |
| Cetera Investment Advisers | $17.9M | $15.4M |
| Ameriprise Financial Inc. | $15.8M | $13.6M |
| Osaic Holdings, Inc. | $14.3M | $15.0M |
| Captrust Financial Advisors | $22.2M | $1.4M |
| Mercer Global Advisors Inc. | $19.6M | $480K |
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: PSI institutional holders, IYK institutional holders.
Frequently asked questions
How much do PSI and IYK overlap?
0.0% by weight, with 0 holdings in common, using holdings for PSI as of July 31, 2026 and IYK as of July 31, 2026.
Do institutions hold both PSI and IYK?
102 Form 13F filers report positions in both, out of 430 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%.