IWD vs ITOT overlap
IWD and ITOT overlap 56.7% by weight, across 847 shared holdings.
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Top shared holdings
| Holding | IWD | ITOT | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 5.37% | 5.81% | 5.37% |
| Microsoft Corp.MSFT | 3.88% | 3.79% | 3.79% |
| Amazon.COM Inc.AMZN | 5.93% | 3.19% | 3.19% |
| Berkshire HATH-BBRK/B | 2.61% | 1.25% | 1.25% |
| JPMorgan ChaseJPM | 2.45% | 1.20% | 1.20% |
| Intel Corp.INTC | 1.72% | 0.90% | 0.90% |
| Johnson&JohnsonJNJ | 1.71% | 0.84% | 0.84% |
| Exxon Mobil Corp.XOM | 1.59% | 0.77% | 0.77% |
| Walmart Inc.WMT | 1.27% | 0.68% | 0.68% |
| Cisco SystemsCSCO | 1.30% | 0.63% | 0.63% |
| META Platforms-aMETA | 0.63% | 1.69% | 0.63% |
| Abbvie Inc.ABBV | 1.15% | 0.61% | 0.61% |
| Costco WholesaleCOST | 0.65% | 0.57% | 0.57% |
| Unitedhealth GRPUNH | 1.05% | 0.52% | 0.52% |
| Bank of AmericaBAC | 0.98% | 0.51% | 0.51% |
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: IWD, SEC Form N-PORT, June 30, 2026; ITOT, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IWD | ITOT |
|---|---|---|
| BlackRock, Inc. | $81.8M | $14.1B |
| Wells Fargo & Company | $1.4B | $10.9B |
| Bank of America Corp. | $10.8B | $1.1B |
| Morgan Stanley | $9.9B | $1.7B |
| Goldman Sachs Group Inc. | $2.8B | $45.3M |
| Wealthfront Advisers LLC | $308K | $2.5B |
| Ameriprise Financial Inc. | $2.1B | $348.8M |
| JPMorgan Chase & Co | $2.1B | $291.6M |
| FMR LLC | $2.2B | $179.3M |
| Envestnet Asset Management Inc. | $1.6B | $686.3M |
| LPL Financial LLC | $980.1M | $1.1B |
| Financial Engines Advisors L.L.C. | $1.9B | $2.9M |
| Focus Partners Wealth | $343.4M | $1.4B |
| Betterment LLC | $698K | $1.7B |
| UBS Group AG | $1.5B | $159.6M |
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: IWD institutional holders, ITOT institutional holders.
Frequently asked questions
How much do IWD and ITOT overlap?
56.7% by weight, with 847 holdings in common, using holdings for IWD as of June 30, 2026 and ITOT as of June 30, 2026. The largest shared position is AAPL.
Do institutions hold both IWD and ITOT?
1,046 Form 13F filers report positions in both, out of 2,644 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%.