IDU vs BLOK overlap
IDU and BLOK 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: IDU, SEC Form N-PORT, July 31, 2026; BLOK, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IDU | BLOK |
|---|---|---|
| Morgan Stanley | $66.5M | $105.3M |
| LPL Financial LLC | $46.0M | $52.8M |
| Wells Fargo & Company | $19.7M | $30.9M |
| Royal Bank of Canada | $23.3M | $9.2M |
| Envestnet Asset Management Inc. | $10.9M | $11.9M |
| Cetera Investment Advisers | $11.8M | $9.7M |
| Steward Partners Investment Advisory, LLC | $19.9M | $747K |
| Cambridge Investment Research Advisors, Inc. | $10.2M | $7.7M |
| Raymond James Financial Inc. | $14.6M | $1.8M |
| Commonwealth Equity Services, LLC | $9.8M | $5.6M |
| Susquehanna International Group, LLP | $11.0M | $1.6M |
| HighTower Advisors, LLC | $1.6M | $10.2M |
| MML Investors Services, LLC | $5.7M | $5.2M |
| Osaic Holdings, Inc. | $9.9M | $711K |
| Northwestern Mutual Wealth Management Co | $5.2M | $4.7M |
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: IDU institutional holders, BLOK institutional holders.
Frequently asked questions
How much do IDU and BLOK overlap?
0.0% by weight, with 0 holdings in common, using holdings for IDU as of July 31, 2026 and BLOK as of June 30, 2026.
Do institutions hold both IDU and BLOK?
100 Form 13F filers report positions in both, out of 463 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%.