IWY vs GSLC overlap
IWY and GSLC overlap 47.7% by weight, across 92 shared holdings.
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Top shared holdings
| Holding | IWY | GSLC | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 14.16% | 7.87% | 7.87% |
| Apple Inc.AAPL | 7.14% | 7.00% | 7.00% |
| Microsoft Corp.MSFT | 4.56% | 4.87% | 4.56% |
| Alphabet Inc.-aGOOGL | 6.37% | 3.31% | 3.31% |
| Broadcom Inc.AVGO | 5.64% | 2.84% | 2.84% |
| META Platforms-aMETA | 3.68% | 2.14% | 2.14% |
| Alphabet Inc.-CGOOG | 5.14% | 1.89% | 1.89% |
| Tesla Inc.TSLA | 4.59% | 1.28% | 1.28% |
| ELI Lilly & CoLLY | 3.35% | 1.17% | 1.17% |
| Micron TechMU | 4.87% | 1.10% | 1.10% |
| LAM ResearchLRCX | 1.86% | 0.71% | 0.71% |
| VISA Inc.-Class aV | 1.95% | 0.70% | 0.70% |
| ADV Micro DeviceAMD | 3.25% | 0.68% | 0.68% |
| Amazon.COM Inc.AMZN | 0.67% | 3.78% | 0.67% |
| Mastercard Inc.-aMA | 1.43% | 0.61% | 0.61% |
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: IWY, SEC Form N-PORT, June 30, 2026; GSLC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IWY | GSLC |
|---|---|---|
| Wells Fargo & Company | $224.9M | $3.9B |
| TIAA-CREF Individual & Institutional Services, LLC | $1.4B | $297K |
| Bank of America Corp. | $979.9M | $387.4M |
| LPL Financial LLC | $682.6M | $456.9M |
| Morgan Stanley | $393.4M | $715.1M |
| Envestnet Portfolio Solutions, Inc. | $1.1B | $34.1M |
| Ameriprise Financial Inc. | $1.0B | $2.9M |
| Northwestern Mutual Wealth Management Co | $35.9M | $991.5M |
| Betterment LLC | $4.6M | $810.4M |
| Envestnet Asset Management Inc. | $116.0M | $451.5M |
| Raymond James Financial Inc. | $172.6M | $165.2M |
| Mariner, LLC | $288.4M | $15.2M |
| Commonwealth Equity Services, LLC | $240.7M | $49.0M |
| Cetera Investment Advisers | $111.3M | $145.4M |
| Goldman Sachs Group Inc. | $19.6M | $235.5M |
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: IWY institutional holders, GSLC institutional holders.
Frequently asked questions
How much do IWY and GSLC overlap?
47.7% by weight, with 92 holdings in common, using holdings for IWY as of June 30, 2026 and GSLC as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both IWY and GSLC?
266 Form 13F filers report positions in both, out of 1,053 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%.