PSI vs IYZ overlap
PSI and IYZ 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; IYZ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PSI | IYZ |
|---|---|---|
| LPL Financial LLC | $92.3M | $86.0M |
| Morgan Stanley | $80.3M | $81.2M |
| Bank of America Corp. | $42.7M | $94.8M |
| Focus Partners Wealth | $1.1M | $124.0M |
| HighTower Advisors, LLC | $84.9M | $1.7M |
| MML Investors Services, LLC | $15.2M | $40.7M |
| Raymond James Financial Inc. | $33.8M | $21.7M |
| Wells Fargo & Company | $239K | $49.4M |
| Cambridge Investment Research Advisors, Inc. | $27.5M | $18.1M |
| UBS Group AG | $27.7M | $10.6M |
| Royal Bank of Canada | $19.2M | $16.3M |
| Osaic Holdings, Inc. | $14.3M | $16.8M |
| Advisory Services Network, LLC | $9.8M | $20.3M |
| Captrust Financial Advisors | $22.2M | $1.3M |
| Cetera Investment Advisers | $17.9M | $5.6M |
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, IYZ institutional holders.
Frequently asked questions
How much do PSI and IYZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for PSI as of July 31, 2026 and IYZ as of June 30, 2026.
Do institutions hold both PSI and IYZ?
79 Form 13F filers report positions in both, out of 378 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%.