IDEQ vs BUG overlap
IDEQ and BUG 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: IDEQ, SEC Form N-PORT, June 30, 2026; BUG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IDEQ | BUG |
|---|---|---|
| LPL Financial LLC | $85.0M | $46.0M |
| Raymond James Financial Inc. | $60.6M | $8.8M |
| Snowden Capital Advisors LLC | $21.9M | $784K |
| Northwestern Mutual Wealth Management Co | $10.6M | $10.0M |
| Envestnet Asset Management Inc. | $13.1M | $4.0M |
| Jones Financial Companies LLLP | $15.9M | $16K |
| Cetera Investment Advisers | $4.6M | $8.9M |
| Commonwealth Equity Services, LLC | $9.6M | $2.0M |
| Axxcess Wealth Management, LLC | $269K | $10.2M |
| PNC Financial Services Group, Inc. | $8.8M | $1.4M |
| Royal Bank of Canada | $8K | $9.9M |
| Cambridge Investment Research Advisors, Inc. | $3.2M | $6.4M |
| GTS Securities LLC | $2.5M | $6.0M |
| HighTower Advisors, LLC | $3.5M | $4.2M |
| Wells Fargo & Company | $7.4M | $23K |
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: IDEQ institutional holders, BUG institutional holders.
Frequently asked questions
How much do IDEQ and BUG overlap?
0.0% by weight, with 0 holdings in common, using holdings for IDEQ as of June 30, 2026 and BUG as of May 31, 2026.
Do institutions hold both IDEQ and BUG?
33 Form 13F filers report positions in both, out of 281 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%.