SRLN vs ICSH overlap
SRLN and ICSH 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: SRLN, SEC Form N-PORT, June 30, 2026; ICSH, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SRLN | ICSH |
|---|---|---|
| Bank of America Corp. | $300.8M | $197.6M |
| LPL Financial LLC | $144.5M | $193.5M |
| UBS Group AG | $101.5M | $215.8M |
| Morgan Stanley | $306.1M | $3.4M |
| FMR LLC | $5K | $243.5M |
| Royal Bank of Canada | $105.0M | $94.3M |
| Focus Partners Wealth | $734K | $159.0M |
| BlackRock, Inc. | $72.6M | $52.6M |
| Raymond James Financial Inc. | $31.3M | $69.7M |
| Wealth Enhancement Advisory Services, LLC | $2.0M | $98.0M |
| Cambridge Investment Research Advisors, Inc. | $34.9M | $57.9M |
| Wells Fargo & Company | $88.4M | $307K |
| Envestnet Asset Management Inc. | $36.5M | $42.5M |
| JPMorgan Chase & Co | $55.6M | $12.2M |
| Goldman Sachs Group Inc. | $66.6M | $273K |
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: SRLN institutional holders, ICSH institutional holders.
Frequently asked questions
How much do SRLN and ICSH overlap?
0.0% by weight, with 0 holdings in common, using holdings for SRLN as of June 30, 2026 and ICSH as of July 31, 2026.
Do institutions hold both SRLN and ICSH?
167 Form 13F filers report positions in both, out of 865 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%.