TIPZ vs HIGH overlap

TIPZ and HIGH overlap 0.0% by weight, across 0 shared holdings.

TIPZHIGH

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

TIPZ0.0% of the fund is in shared holdings, of 45

HIGH0.0% of the fund is in shared holdings, of 4

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: TIPZ, SEC Form N-PORT, June 30, 2026; HIGH, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 64 holding any

TIPZ47.3% of its 13F dollars, 30.6% of its 36 holders

HIGH26.5% of its 13F dollars, 28.2% of its 39 holders

Largest institutions holding both

Firm	TIPZ	HIGH
LPL Financial LLC	$8.2M	$5.9M
Wells Fargo & Company	$3.6M	$20
Osaic Holdings, Inc.	$424K	$2.5M
Morgan Stanley	$2.3M	$36
Royal Bank of Canada	$1.7M	$14K
Steward Partners Investment Advisory, LLC	$820K	$9K
HRT Financial LP	$361K	$439K
MML Investors Services, LLC	$263K	$351K
AE Wealth Management LLC	$942	$597K
IFP Advisors, Inc	$166K	$213K
Farther Finance Advisors, LLC	$233K	$21

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: TIPZ institutional holders, HIGH institutional holders.

Frequently asked questions

How much do TIPZ and HIGH overlap?

0.0% by weight, with 0 holdings in common, using holdings for TIPZ as of June 30, 2026 and HIGH as of June 30, 2026.

Do institutions hold both TIPZ and HIGH?

11 Form 13F filers report positions in both, out of 64 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%.