UTES vs IYE overlap
UTES and IYE 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: UTES, SEC Form N-PORT, July 31, 2026; IYE, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | UTES | IYE |
|---|---|---|
| LPL Financial LLC | $98.0M | $38.0M |
| Bank of America Corp. | $71.1M | $59.4M |
| Morgan Stanley | $479K | $100.5M |
| Wells Fargo & Company | $13.4M | $50.7M |
| UBS Group AG | $27.5M | $33.6M |
| Osaic Holdings, Inc. | $45.3M | $7.9M |
| Goldman Sachs Group Inc. | $2.6M | $41.6M |
| Royal Bank of Canada | $25.4M | $18.4M |
| Cambridge Investment Research Advisors, Inc. | $26.7M | $14.4M |
| Raymond James Financial Inc. | $22.9M | $9.1M |
| Envestnet Asset Management Inc. | $23.2M | $7.0M |
| Stifel Financial Corp. | $26.4M | $2.3M |
| Cetera Investment Advisers | $15.5M | $9.8M |
| Commonwealth Equity Services, LLC | $15.1M | $5.4M |
| MML Investors Services, LLC | $10.9M | $4.2M |
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: UTES institutional holders, IYE institutional holders.
Frequently asked questions
How much do UTES and IYE overlap?
0.0% by weight, with 0 holdings in common, using holdings for UTES as of July 31, 2026 and IYE as of July 31, 2026.
Do institutions hold both UTES and IYE?
75 Form 13F filers report positions in both, out of 431 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%.