ILDR vs HBTA overlap
ILDR and HBTA overlap 37.9% by weight, across 28 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | ILDR | HBTA | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 6.86% | 7.82% | 6.86% |
| Alphabet Inc.-aGOOGL | 5.18% | 7.38% | 5.18% |
| Broadcom Inc.AVGO | 5.05% | 4.65% | 4.65% |
| Amazon.COM Inc.AMZN | 5.60% | 3.00% | 3.00% |
| Micron TechMU | 3.78% | 2.61% | 2.61% |
| Tesla Inc.TSLA | 2.16% | 2.63% | 2.16% |
| META Platforms-aMETA | 2.22% | 1.96% | 1.96% |
| ADV Micro DeviceAMD | 4.63% | 1.91% | 1.91% |
| ELI Lilly & CoLLY | 3.45% | 1.70% | 1.70% |
| Microsoft Corp.MSFT | 3.96% | 1.60% | 1.60% |
| Oracle Corp.ORCL | 4.03% | 0.86% | 0.86% |
| GE Vernova Inc.GEV | 0.88% | 0.67% | 0.67% |
| DELL Techn-CDELL | 1.04% | 0.58% | 0.58% |
| Merck & CoMRK | 0.71% | 0.50% | 0.50% |
| Arista NetworksANET | 1.23% | 0.45% | 0.45% |
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: ILDR, SEC Form N-PORT, May 31, 2026; HBTA, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | ILDR | HBTA |
|---|---|---|
| LPL Financial LLC | $80.2M | $29.2M |
| Foundations Investment Advisors, LLC | $731K | $82.3M |
| Envestnet Asset Management Inc. | $6.0M | $33.9M |
| Cetera Investment Advisers | $18.7M | $20.0M |
| Cambridge Investment Research Advisors, Inc. | $3.9M | $21.3M |
| Osaic Holdings, Inc. | $6.5M | $457K |
| Golden State Wealth Management, LLC | $316K | $1.8M |
| AE Wealth Management LLC | $1.4M | $162K |
| Smartleaf Asset Management LLC | $64K | $838 |
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: ILDR institutional holders, HBTA institutional holders.
Frequently asked questions
How much do ILDR and HBTA overlap?
37.9% by weight, with 28 holdings in common, using holdings for ILDR as of May 31, 2026 and HBTA as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both ILDR and HBTA?
9 Form 13F filers report positions in both, out of 110 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%.