YLDE vs ITWO overlap
YLDE and ITWO 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: YLDE, SEC Form N-PORT, June 30, 2026; ITWO, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | YLDE | ITWO |
|---|---|---|
| LPL Financial LLC | $52.5M | $13.2M |
| Raymond James Financial Inc. | $287K | $9.5M |
| Royal Bank of Canada | $2.5M | $1.8M |
| JPMorgan Chase & Co | $409K | $3.2M |
| Bank of America Corp. | $365K | $1.9M |
| Susquehanna International Group, LLP | $1.5M | $593K |
| Osaic Holdings, Inc. | $1.9M | $20K |
| PNC Financial Services Group, Inc. | $1.5M | $248K |
| Integrated Wealth Concepts LLC | $8K | $878K |
| Commonwealth Equity Services, LLC | $376K | $261K |
| Sanctuary Advisors, LLC | $250K | $296K |
| Morgan Stanley | $95K | $76K |
| Private Trust Co NA | $26K | $61K |
| Fifth Third Bancorp | $22K | $18K |
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: YLDE institutional holders, ITWO institutional holders.
Frequently asked questions
How much do YLDE and ITWO overlap?
0.0% by weight, with 0 holdings in common, using holdings for YLDE as of June 30, 2026 and ITWO as of May 31, 2026.
Do institutions hold both YLDE and ITWO?
14 Form 13F filers report positions in both, out of 78 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%.