IBAT vs DTEC overlap
IBAT and DTEC overlap 1.5% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IBAT: July 31, 2026, DTEC: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | IBAT | DTEC | Overlap |
|---|---|---|---|
| Schneider ElectrSBGSF | 4.04% | 0.96% | 0.96% |
| Solaredge TechnoSEDG | 0.56% | 1.94% | 0.56% |
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: IBAT, SEC Form N-PORT, July 31, 2026; DTEC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IBAT | DTEC |
|---|---|---|
| TD Waterhouse Canada Inc. | $4.2M | $32K |
| Morgan Stanley | $574K | $3.2M |
| Steward Partners Investment Advisory, LLC | $3.4M | $13K |
| Jane Street Group, LLC | $3.0M | $268K |
| UBS Group AG | $3K | $1.8M |
| Royal Bank of Canada | $456K | $626K |
| Citadel Advisors LLC | $816K | $210K |
| Osaic Holdings, Inc. | $11K | $215K |
| Lanark Financial, Inc. | $11K | $61K |
| Harbour Investments, Inc. | $25K | $14K |
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: IBAT institutional holders, DTEC institutional holders.
Frequently asked questions
How much do IBAT and DTEC overlap?
1.5% by weight, with 2 holdings in common, using holdings for IBAT as of July 31, 2026 and DTEC as of May 31, 2026. The largest shared position is SBGSF.
Do institutions hold both IBAT and DTEC?
10 Form 13F filers report positions in both, out of 59 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%.