IHAK vs IDGT overlap
IHAK and IDGT overlap 5.3% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | IHAK | IDGT | Overlap |
|---|---|---|---|
| Calix Inc.CALX | 3.02% | 2.77% | 2.77% |
| A10 Networks Inc.ATEN | 3.03% | 2.57% | 2.57% |
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: IHAK, SEC Form N-PORT, July 31, 2026; IDGT, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IHAK | IDGT |
|---|---|---|
| Bank of America Corp. | $99.3M | $56.3M |
| MML Investors Services, LLC | $1.3M | $47.5M |
| LPL Financial LLC | $20.5M | $12.0M |
| Aprio Wealth Management, LLC | $2.9M | $26.1M |
| Morgan Stanley | $21.5M | $2.3M |
| UBS Group AG | $18.2M | $5.3M |
| Royal Bank of Canada | $8.6M | $10.9M |
| Osaic Holdings, Inc. | $2.3M | $10.3M |
| Goldman Sachs Group Inc. | $4.2M | $7.6M |
| Raymond James Financial Inc. | $4.0M | $6.2M |
| Susquehanna International Group, LLP | $1.2M | $8.7M |
| Stifel Financial Corp. | $3.5M | $4.8M |
| Jones Financial Companies LLLP | $5.1M | $2.0M |
| Cetera Investment Advisers | $1.8M | $4.7M |
| Thrivent Financial for Lutherans | $213K | $6.2M |
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: IHAK institutional holders, IDGT institutional holders.
Frequently asked questions
How much do IHAK and IDGT overlap?
5.3% by weight, with 2 holdings in common, using holdings for IHAK as of July 31, 2026 and IDGT as of June 30, 2026. The largest shared position is CALX.
Do institutions hold both IHAK and IDGT?
44 Form 13F filers report positions in both, out of 233 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%.