IQDF vs DMXF overlap
IQDF and DMXF overlap 12.4% by weight, across 47 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IQDF: July 31, 2026, DMXF: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | IQDF | DMXF | Overlap |
|---|---|---|---|
| Tokyo Electron8035 | 2.09% | 1.43% | 1.43% |
| ASML Holding NVASML | 1.22% | 6.00% | 1.22% |
| Advantest Corp.6857 | 2.13% | 1.20% | 1.20% |
| Mitsubishi UFJ F8306 | 0.70% | 2.03% | 0.70% |
| Caixabank SACABK | 0.96% | 0.51% | 0.51% |
| Nordea Bank ABPNDA | 0.43% | 0.57% | 0.43% |
| Fujikura Ltd.5803 | 0.45% | 0.43% | 0.43% |
| Komatsu Ltd.6301 | 0.75% | 0.37% | 0.37% |
| Novartis AG-REGNOVN | 0.32% | 2.73% | 0.32% |
| KBC GroupKBC | 0.79% | 0.30% | 0.30% |
| SEB AB-aSVKEF | 0.84% | 0.30% | 0.30% |
| DBS Group HldgsDBS | 0.30% | 0.87% | 0.30% |
| DNB Bank ASADNB | 0.28% | 0.27% | 0.27% |
| MS&AD Insurance8725 | 0.24% | 0.33% | 0.24% |
| Aviva PLCAV/ | 0.29% | 0.24% | 0.24% |
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: IQDF, SEC Form N-PORT, July 31, 2026; DMXF, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IQDF | DMXF |
|---|---|---|
| Envestnet Asset Management Inc. | $21.0M | $94.5M |
| IMA Advisory Services, Inc. | $22K | $69.5M |
| Royal Bank of Canada | $50.8M | $5.0M |
| LPL Financial LLC | $5.1M | $35.3M |
| Bank of New York Mellon Corp | $33.7M | $1.2M |
| Morgan Stanley | $30.5M | $805K |
| UBS Group AG | $21.2M | $4.6M |
| Allworth Financial LP | $4.7M | $15.2M |
| JPMorgan Chase & Co | $607K | $17.8M |
| Wells Fargo & Company | $12.4M | $2.3M |
| Susquehanna International Group, LLP | $1.7M | $10.6M |
| MML Investors Services, LLC | $5.7M | $5.9M |
| Osaic Holdings, Inc. | $8.0M | $3.0M |
| Cetera Investment Advisers | $496K | $9.6M |
| HighTower Advisors, LLC | $3.1M | $5.8M |
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: IQDF institutional holders, DMXF institutional holders.
Frequently asked questions
How much do IQDF and DMXF overlap?
12.4% by weight, with 47 holdings in common, using holdings for IQDF as of July 31, 2026 and DMXF as of May 31, 2026. The largest shared position is 8035.
Do institutions hold both IQDF and DMXF?
47 Form 13F filers report positions in both, out of 319 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%.