TPLC vs IWMI overlap
TPLC and IWMI 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: TPLC, SEC Form N-PORT, June 30, 2026; IWMI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TPLC | IWMI |
|---|---|---|
| LPL Financial LLC | $18.1M | $39.6M |
| Cambridge Investment Research Advisors, Inc. | $10.9M | $1.9M |
| UBS Group AG | $1.0M | $4.9M |
| Royal Bank of Canada | $453K | $5.3M |
| Private Advisor Group, LLC | $326K | $5.1M |
| J.W. Cole Advisors, Inc. | $4.2M | $434K |
| MML Investors Services, LLC | $399K | $3.8M |
| Cetera Investment Advisers | $3.1M | $254K |
| Citadel Advisors LLC | $2.2M | $603K |
| Envestnet Asset Management Inc. | $688K | $1.5M |
| Kestra Advisory Services, LLC | $729K | $1.2M |
| Allworth Financial LP | $1.3M | $227K |
| Commonwealth Equity Services, LLC | $796K | $411K |
| Kestra Private Wealth Services, LLC | $351K | $778K |
| CoreCap Advisors, LLC | $926K | $77K |
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: TPLC institutional holders, IWMI institutional holders.
Frequently asked questions
How much do TPLC and IWMI overlap?
0.0% by weight, with 0 holdings in common, using holdings for TPLC as of June 30, 2026 and IWMI as of June 30, 2026.
Do institutions hold both TPLC and IWMI?
24 Form 13F filers report positions in both, out of 187 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%.