IQM vs DVOL overlap
IQM and DVOL overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: IQM, SEC Form N-PORT, June 30, 2026; DVOL, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IQM | DVOL |
|---|---|---|
| Cetera Investment Advisers | $8.4M | $629K |
| Envestnet Asset Management Inc. | $5.9M | $275K |
| Osaic Holdings, Inc. | $5.0M | $130K |
| LPL Financial LLC | $243K | $3.2M |
| Susquehanna International Group, LLP | $1.9M | $514K |
| Sanctuary Advisors, LLC | $714K | $1.0M |
| Morgan Stanley | $183 | $1.4M |
| Farther Finance Advisors, LLC | $2K | $505K |
| Allworth Financial LP | $14K | $337K |
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: IQM institutional holders, DVOL institutional holders.
Frequently asked questions
How much do IQM and DVOL overlap?
0.0% by weight, with 0 holdings in common, using holdings for IQM as of June 30, 2026 and DVOL as of June 30, 2026.
Do institutions hold both IQM and DVOL?
9 Form 13F filers report positions in both, out of 62 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%.