IQDF vs GSID overlap
IQDF and GSID overlap 21.6% by weight, across 107 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IQDF: July 31, 2026, GSID: 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 | GSID | Overlap |
|---|---|---|---|
| Roper TechnologiROP | 1.27% | 1.32% | 1.27% |
| ASML Holding NVASML | 1.22% | 2.75% | 1.22% |
| Nestle SA-REGNESN | 1.02% | 1.17% | 1.02% |
| BHP Group Ltd.BHP | 1.44% | 1.00% | 1.00% |
| Totalenergies SETTE | 0.98% | 0.79% | 0.79% |
| Mitsubishi UFJ F8306 | 0.70% | 0.95% | 0.70% |
| Tokyo Electron8035 | 2.09% | 0.67% | 0.67% |
| NOVO Nordisk-BNOVOB | 1.63% | 0.64% | 0.64% |
| BRIT AMER TobaccBATS | 0.81% | 0.57% | 0.57% |
| Hitachi Ltd.6501 | 0.57% | 0.63% | 0.57% |
| Unicredit SpaUCG | 1.17% | 0.54% | 0.54% |
| Advantest Corp.6857 | 2.13% | 0.53% | 0.53% |
| Rio Tinto PLCRIO | 0.73% | 0.51% | 0.51% |
| BNP ParibasBNP | 0.87% | 0.48% | 0.48% |
| Mitsubishi Corp.8058 | 0.46% | 0.48% | 0.46% |
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; GSID, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IQDF | GSID |
|---|---|---|
| LPL Financial LLC | $5.1M | $80.1M |
| Envestnet Asset Management Inc. | $21.0M | $41.3M |
| Royal Bank of Canada | $50.8M | $6K |
| Morgan Stanley | $30.5M | $19.9M |
| Bank of New York Mellon Corp | $33.7M | $1.0M |
| Bank of America Corp. | $3.7M | $10.0M |
| Cetera Investment Advisers | $496K | $8.3M |
| Osaic Holdings, Inc. | $8.0M | $40K |
| JPMorgan Chase & Co | $607K | $4.4M |
| UMB Bank, n.a. | $3.0M | $11K |
| NewEdge Advisors, LLC | $988K | $2.0M |
| Cambridge Investment Research Advisors, Inc. | $2.2M | $504K |
| Commonwealth Equity Services, LLC | $2.2M | $318K |
| Jane Street Group, LLC | $1.5M | $991K |
| Farther Finance Advisors, LLC | $1.5M | $34K |
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, GSID institutional holders.
Frequently asked questions
How much do IQDF and GSID overlap?
21.6% by weight, with 107 holdings in common, using holdings for IQDF as of July 31, 2026 and GSID as of May 31, 2026. The largest shared position is ROP.
Do institutions hold both IQDF and GSID?
18 Form 13F filers report positions in both, out of 134 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%.