SEIX vs IROC overlap

SEIX and IROC overlap 0.0% by weight, across 0 shared holdings.

SEIXIROC

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

SEIX0.0% of the fund is in shared holdings, of 195

IROC0.0% of the fund is in shared holdings, of 155

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: SEIX, SEC Form N-PORT, July 31, 2026; IROC, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 95 holding any

SEIX15.1% of its 13F dollars, 6.9% of its 72 holders

IROC3.8% of its 13F dollars, 17.9% of its 28 holders

Largest institutions holding both

Firm	SEIX	IROC
AE Wealth Management LLC	$10.3M	$2K
Cetera Investment Advisers	$3.1M	$1.3M
LPL Financial LLC	$2.6M	$1.1M
Jane Street Group, LLC	$1.1M	$1.0M
Osaic Holdings, Inc.	$753K	$915K

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: SEIX institutional holders, IROC institutional holders.

Frequently asked questions

How much do SEIX and IROC overlap?

0.0% by weight, with 0 holdings in common, using holdings for SEIX as of July 31, 2026 and IROC as of July 31, 2026.

Do institutions hold both SEIX and IROC?

5 Form 13F filers report positions in both, out of 95 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%.