HDEF vs BOTZ overlap
HDEF and BOTZ 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: HDEF, SEC Form N-PORT, May 29, 2026; BOTZ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | HDEF | BOTZ |
|---|---|---|
| Morgan Stanley | $91.1M | $196.5M |
| Bank of America Corp. | $39.9M | $199.7M |
| LPL Financial LLC | $30.6M | $86.1M |
| Wells Fargo & Company | $19.7M | $80.4M |
| UBS Group AG | $20.4M | $46.0M |
| Allworth Financial LP | $56.9M | $162K |
| Wealth Enhancement Advisory Services, LLC | $46.0M | $1.8M |
| JPMorgan Chase & Co | $11.3M | $34.3M |
| Raymond James Financial Inc. | $6.1M | $33.6M |
| Commonwealth Equity Services, LLC | $4.0M | $30.3M |
| Geneos Wealth Management Inc. | $32.4M | $1.9M |
| Royal Bank of Canada | $12.3M | $21.0M |
| Mercer Global Advisors Inc. | $32.7M | $352K |
| Envestnet Asset Management Inc. | $17.1M | $12.2M |
| Cetera Investment Advisers | $10.6M | $16.0M |
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: HDEF institutional holders, BOTZ institutional holders.
Frequently asked questions
How much do HDEF and BOTZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for HDEF as of May 29, 2026 and BOTZ as of May 31, 2026.
Do institutions hold both HDEF and BOTZ?
70 Form 13F filers report positions in both, out of 530 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%.