IDHQ vs GWX overlap
IDHQ and GWX overlap 0.0% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | IDHQ | GWX | Overlap |
|---|---|---|---|
| JX Advanced META5016 | 0.20% | 0.04% | 0.04% |
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; GWX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IDHQ | GWX |
|---|---|---|
| LPL Financial LLC | $84.3M | $59.2M |
| Northwestern Mutual Wealth Management Co | $58.7M | $1.5M |
| Osaic Holdings, Inc. | $22.5M | $27.2M |
| Cetera Investment Advisers | $22.7M | $25.4M |
| Envestnet Asset Management Inc. | $3.9M | $40.7M |
| Morgan Stanley | $29.8M | $11.7M |
| Bank of America Corp. | $10.2M | $24.1M |
| Berkeley, Inc | $29.1M | $215K |
| Cambridge Investment Research Advisors, Inc. | $11.2M | $13.6M |
| Cerity Partners LLC | $648K | $14.8M |
| Wells Fargo & Company | $34 | $14.5M |
| Principal Securities, Inc. | $10.7M | $1.9M |
| Concurrent Investment Advisors, LLC | $10.1M | $2.1M |
| Raymond James Financial Inc. | $10.1M | $2.0M |
| EP Wealth Advisors, LLC | $6.2M | $5.3M |
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, GWX institutional holders.
Frequently asked questions
How much do IDHQ and GWX overlap?
0.0% by weight, with 1 holdings in common, using holdings for IDHQ as of July 31, 2026 and GWX as of June 30, 2026. The largest shared position is 5016.
Do institutions hold both IDHQ and GWX?
50 Form 13F filers report positions in both, out of 339 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%.