TAN vs IAI overlap
TAN and IAI 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: TAN, SEC Form N-PORT, May 31, 2026; IAI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TAN | IAI |
|---|---|---|
| JPMorgan Chase & Co | $285.9M | $833K |
| Morgan Stanley | $40.7M | $74.7M |
| UBS Group AG | $37.6M | $13.1M |
| Wells Fargo & Company | $7.0M | $41.8M |
| MML Investors Services, LLC | $386K | $48.1M |
| LPL Financial LLC | $19.0M | $20.9M |
| Bank of America Corp. | $18.0M | $21.8M |
| Jane Street Group, LLC | $34.5M | $1.1M |
| Osaic Holdings, Inc. | $5.5M | $22.4M |
| Royal Bank of Canada | $7.4M | $16.6M |
| AlphaCore Capital LLC | $64K | $19.4M |
| Ameriprise Financial Inc. | $1.9M | $16.3M |
| Cambridge Investment Research Advisors, Inc. | $12.0M | $5.4M |
| Equitable Holdings, Inc. | $755K | $16.4M |
| Advisory Services Network, LLC | $3.1M | $12.1M |
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: TAN institutional holders, IAI institutional holders.
Frequently asked questions
How much do TAN and IAI overlap?
0.0% by weight, with 0 holdings in common, using holdings for TAN as of May 31, 2026 and IAI as of June 30, 2026.
Do institutions hold both TAN and IAI?
84 Form 13F filers report positions in both, out of 350 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%.