IDHQ vs AIA overlap

IDHQ and AIA overlap 1.4% by weight, across 3 shared holdings.

IDHQAIA

Pick 2 to 4 ETFs.

1.4%

overlap by weight, across 3 shared holdings

IDHQ1.8% of the fund is in shared holdings, of 198

AIA1.9% of the fund is in shared holdings, of 53

Top shared holdings

Holding	IDHQ	AIA	Overlap
HKEX388	1.22%	0.87%	0.87%
Singapore Teleco (LOT SIZE 100)ST	0.29%	0.52%	0.29%
Techtronic IND669	0.29%	0.50%	0.29%

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: IDHQ, SEC Form N-PORT, July 31, 2026; AIA, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 231 holding any

IDHQ46.5% of its 13F dollars, 24.2% of its 124 holders

AIA31.9% of its 13F dollars, 21.9% of its 137 holders

Largest institutions holding both

Firm	IDHQ	AIA
LPL Financial LLC	$84.3M	$11.3M
Jane Street Group, LLC	$2.6M	$66.1M
Morgan Stanley	$29.8M	$31.8M
Northwestern Mutual Wealth Management Co	$58.7M	$1.5M
Bank of America Corp.	$10.2M	$18.7M
Cambridge Investment Research Advisors, Inc.	$11.2M	$13.6M
Osaic Holdings, Inc.	$22.5M	$1.1M
Cetera Investment Advisers	$22.7M	$659K
Raymond James Financial Inc.	$10.1M	$4.0M
Marshall WACE, LLP	$534K	$11.4M
Wells Fargo & Company	$34	$9.3M
Wealth Enhancement Advisory Services, LLC	$1.9M	$7.3M
Royal Bank of Canada	$4.1M	$4.7M
Jones Financial Companies LLLP	$4.8M	$2.3M
Envestnet Asset Management Inc.	$3.9M	$2.1M

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: IDHQ institutional holders, AIA institutional holders.

Frequently asked questions

How much do IDHQ and AIA overlap?

1.4% by weight, with 3 holdings in common, using holdings for IDHQ as of July 31, 2026 and AIA as of June 30, 2026. The largest shared position is 388.

Do institutions hold both IDHQ and AIA?

30 Form 13F filers report positions in both, out of 231 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%.