SRET vs IMVP overlap
SRET and IMVP 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: SRET, SEC Form N-PORT, July 31, 2026; IMVP, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SRET | IMVP |
|---|---|---|
| Bank of America Corp. | $14.9M | $11.8M |
| LPL Financial LLC | $12.4M | $1.8M |
| Morgan Stanley | $2.5M | $3.7M |
| Susquehanna International Group, LLP | $307K | $2.4M |
| Wells Fargo & Company | $4 | $2.6M |
| Citadel Advisors LLC | $1.4M | $689K |
| SEI Investments Co | $312K | $1.1M |
| Cambridge Investment Research Advisors, Inc. | $698K | $474K |
| Osaic Holdings, Inc. | $676K | $114K |
| MML Investors Services, LLC | $373K | $345K |
| Flow Traders U.S. LLC | $234K | $367K |
| Global Retirement Partners, LLC | $401K | $189K |
| UBS Group AG | $23 | $195K |
| Royal Bank of Canada | $57K | $93K |
| FMR LLC | $2K | $40K |
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: SRET institutional holders, IMVP institutional holders.
Frequently asked questions
How much do SRET and IMVP overlap?
0.0% by weight, with 0 holdings in common, using holdings for SRET as of July 31, 2026 and IMVP as of July 31, 2026.
Do institutions hold both SRET and IMVP?
19 Form 13F filers report positions in both, out of 85 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%.