IQLT vs DFIC overlap
IQLT and DFIC overlap 25.5% by weight, across 276 shared holdings.
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Top shared holdings
| Holding | IQLT | DFIC | Overlap |
|---|---|---|---|
| Totalenergies SETTE | 1.32% | 0.74% | 0.74% |
| Roper TechnologiROP | 2.20% | 0.63% | 0.63% |
| Nestle SA-REGNESN | 1.81% | 0.62% | 0.62% |
| Allianz SE-REGALIZF | 2.68% | 0.48% | 0.48% |
| Rolls-Royce HOLDRR/ | 1.50% | 0.45% | 0.45% |
| BHP Group Ltd.BHP | 1.49% | 0.42% | 0.42% |
| Astrazeneca PLCAZN | 1.68% | 0.39% | 0.39% |
| Suncor EnergySU | 0.60% | 0.36% | 0.36% |
| CAN Natural RESCNQ | 0.96% | 0.34% | 0.34% |
| Rio Tinto PLCRIO | 0.71% | 0.34% | 0.34% |
| Advantest Corp.6857 | 1.65% | 0.28% | 0.28% |
| LVMH MOET HenneMC | 1.01% | 0.27% | 0.27% |
| Tokyo Electron8035 | 1.17% | 0.26% | 0.26% |
| ABB Ltd.-REGABBN | 1.95% | 0.25% | 0.25% |
| Muenchener RUE-RMUV2 | 1.10% | 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: IQLT, SEC Form N-PORT, July 31, 2026; DFIC, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IQLT | DFIC |
|---|---|---|
| Northwestern Mutual Wealth Management Co | $2.9B | $7.8M |
| Mercer Global Advisors Inc. | $135.5M | $1.5B |
| Envestnet Asset Management Inc. | $712.4M | $222.1M |
| PNC Financial Services Group, Inc. | $849.9M | $344K |
| Ameriprise Financial Inc. | $549.0M | $432K |
| Bank of America Corp. | $372.9M | $55.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $391.0M | $445K |
| LPL Financial LLC | $213.8M | $147.7M |
| Cerity Partners LLC | $309.8M | $5.0M |
| Morgan Stanley | $305.8M | $3.3M |
| HighTower Advisors, LLC | $106.8M | $161.3M |
| Cetera Investment Advisers | $233.6M | $1.0M |
| Evensky & Katz LLC | $4.7M | $227.0M |
| UBS Group AG | $204.7M | $4.2M |
| Apella Capital, LLC | $4.2M | $179.3M |
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: IQLT institutional holders, DFIC institutional holders.
Frequently asked questions
How much do IQLT and DFIC overlap?
25.5% by weight, with 276 holdings in common, using holdings for IQLT as of July 31, 2026 and DFIC as of July 31, 2026. The largest shared position is TTE.
Do institutions hold both IQLT and DFIC?
200 Form 13F filers report positions in both, out of 1,078 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%.