IDVO vs FLTW overlap
IDVO and FLTW 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: IDVO, SEC Form N-PORT, June 30, 2026; FLTW, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IDVO | FLTW |
|---|---|---|
| JPMorgan Chase & Co | $1.0M | $109.0M |
| LPL Financial LLC | $41.9M | $1.1M |
| Osaic Holdings, Inc. | $25.8M | $65K |
| Morgan Stanley | $18.1M | $5.2M |
| UBS Group AG | $14.5M | $1.1M |
| Royal Bank of Canada | $9.9M | $4.8M |
| Commonwealth Equity Services, LLC | $9.4M | $4.6M |
| EverSource Wealth Advisors, LLC | $6.9M | $466K |
| Steward Partners Investment Advisory, LLC | $6.0M | $25K |
| Northwestern Mutual Wealth Management Co | $5.9M | $12K |
| Envestnet Asset Management Inc. | $5.2M | $472K |
| Brookstone Capital Management | $214K | $3.5M |
| Harbour Investments, Inc. | $903K | $272K |
| Farther Finance Advisors, LLC | $951K | $66K |
| Institute for Wealth Management, LLC. | $964K | $16K |
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: IDVO institutional holders, FLTW institutional holders.
Frequently asked questions
How much do IDVO and FLTW overlap?
0.0% by weight, with 0 holdings in common, using holdings for IDVO as of June 30, 2026 and FLTW as of June 30, 2026.
Do institutions hold both IDVO and FLTW?
19 Form 13F filers report positions in both, out of 169 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%.