IXC vs IQDF overlap
IXC and IQDF overlap 3.9% by weight, across 8 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | IXC | IQDF | Overlap |
|---|---|---|---|
| Totalenergies SETTE | 5.03% | 0.98% | 0.98% |
| BP PLCBP/ | 3.00% | 0.79% | 0.79% |
| CAN Natural RESCNQ | 2.56% | 0.67% | 0.67% |
| Equinor ASAEQNR | 0.83% | 0.40% | 0.40% |
| Woodside EnergyWDS | 1.14% | 0.32% | 0.32% |
| Petrochina-H857 | 0.70% | 0.31% | 0.31% |
| Shell PLCSHELL | 6.75% | 0.22% | 0.22% |
| Suncor EnergySU | 1.97% | 0.19% | 0.19% |
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: IXC, SEC Form N-PORT, June 30, 2026; IQDF, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IXC | IQDF |
|---|---|---|
| Morgan Stanley | $120.4M | $30.5M |
| Royal Bank of Canada | $14.2M | $50.8M |
| Bank of America Corp. | $52.1M | $3.7M |
| UBS Group AG | $19.8M | $21.2M |
| Envestnet Asset Management Inc. | $4.8M | $21.0M |
| Wells Fargo & Company | $11.6M | $12.4M |
| LPL Financial LLC | $15.9M | $5.1M |
| Raymond James Financial Inc. | $8.8M | $6.2M |
| Cetera Investment Advisers | $13.5M | $496K |
| Osaic Holdings, Inc. | $5.9M | $8.0M |
| Wealthspire Advisors, LLC | $240K | $12.8M |
| Ameriprise Financial Inc. | $10.2M | $317K |
| Commonwealth Equity Services, LLC | $8.3M | $2.2M |
| Cambridge Investment Research Advisors, Inc. | $6.0M | $2.2M |
| Susquehanna International Group, LLP | $6.4M | $1.7M |
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: IXC institutional holders, IQDF institutional holders.
Frequently asked questions
How much do IXC and IQDF overlap?
3.9% by weight, with 8 holdings in common, using holdings for IXC as of June 30, 2026 and IQDF as of July 31, 2026. The largest shared position is TTE.
Do institutions hold both IXC and IQDF?
51 Form 13F filers report positions in both, out of 385 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%.