IQSI vs HTAB overlap
IQSI and HTAB 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: IQSI, SEC Form N-PORT, July 31, 2026; HTAB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IQSI | HTAB |
|---|---|---|
| Bank of America Corp. | $348K | $18.1M |
| Raymond James Financial Inc. | $616K | $17.7M |
| LPL Financial LLC | $265K | $17.8M |
| Jane Street Group, LLC | $1.0M | $3.4M |
| Osaic Holdings, Inc. | $141K | $3.1M |
| Morgan Stanley | $555K | $59K |
| Harbour Investments, Inc. | $131K | $475K |
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: IQSI institutional holders, HTAB institutional holders.
Frequently asked questions
How much do IQSI and HTAB overlap?
0.0% by weight, with 0 holdings in common, using holdings for IQSI as of July 31, 2026 and HTAB as of July 31, 2026.
Do institutions hold both IQSI and HTAB?
7 Form 13F filers report positions in both, out of 61 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%.