USIG vs IEI overlap
USIG and IEI 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: USIG, SEC Form N-PORT, May 31, 2026; IEI, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | USIG | IEI |
|---|---|---|
| Bank of America Corp. | $3.3B | $1.1B |
| UBS Group AG | $3.0B | $220.5M |
| JPMorgan Chase & Co | $100.9M | $2.3B |
| Ameriprise Financial Inc. | $730.8M | $338.8M |
| Assetmark, Inc. | $528.2M | $462.7M |
| Captrust Financial Advisors | $32.2M | $803.1M |
| Truist Financial Corp. | $521.1M | $219.7M |
| Envestnet Asset Management Inc. | $330.2M | $402.0M |
| Stifel Financial Corp. | $424.4M | $252.2M |
| BlackRock, Inc. | $452.6M | $178.7M |
| TIAA Wealth Investment Management LLC | $597.4M | $48K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $564.8M | $27K |
| Morgan Stanley | $149.0M | $354.8M |
| LPL Financial LLC | $180.5M | $307.3M |
| TIAA-CREF Individual & Institutional Services, LLC | $459.8M | $1.8M |
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: USIG institutional holders, IEI institutional holders.
Frequently asked questions
How much do USIG and IEI overlap?
0.0% by weight, with 0 holdings in common, using holdings for USIG as of May 31, 2026 and IEI as of May 31, 2026.
Do institutions hold both USIG and IEI?
241 Form 13F filers report positions in both, out of 1,042 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%.