IDLV vs ARGT overlap
IDLV and ARGT 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: IDLV, SEC Form N-PORT, July 31, 2026; ARGT, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IDLV | ARGT |
|---|---|---|
| Morgan Stanley | $7.3M | $86.4M |
| Raymond James Financial Inc. | $11.1M | $5.2M |
| Royal Bank of Canada | $13.1M | $1.7M |
| Susquehanna International Group, LLP | $7.6M | $3.0M |
| Bank of America Corp. | $7.6M | $2.8M |
| Citadel Advisors LLC | $547K | $9.5M |
| LPL Financial LLC | $4.1M | $5.8M |
| Ameriprise Financial Inc. | $7.6M | $1.3M |
| Envestnet Asset Management Inc. | $3.1M | $528K |
| Cetera Investment Advisers | $2.5M | $829K |
| JPMorgan Chase & Co | $20K | $2.9M |
| UBS Group AG | $2.2M | $123K |
| Private Advisor Group, LLC | $297K | $1.9M |
| Commonwealth Equity Services, LLC | $1.3M | $796K |
| Rockefeller Capital Management L.P. | $550K | $1.1M |
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: IDLV institutional holders, ARGT institutional holders.
Frequently asked questions
How much do IDLV and ARGT overlap?
0.0% by weight, with 0 holdings in common, using holdings for IDLV as of July 31, 2026 and ARGT as of July 31, 2026.
Do institutions hold both IDLV and ARGT?
32 Form 13F filers report positions in both, out of 170 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%.