IXN vs IDV overlap
IXN and IDV 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: IXN, SEC Form N-PORT, June 30, 2026; IDV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IXN | IDV |
|---|---|---|
| Bank of America Corp. | $312.9M | $600.8M |
| Morgan Stanley | $154.4M | $353.8M |
| Wells Fargo & Company | $147.8M | $232.5M |
| LPL Financial LLC | $139.6M | $152.4M |
| JPMorgan Chase & Co | $193.8M | $46.3M |
| Ameriprise Financial Inc. | $70.0M | $166.0M |
| Royal Bank of Canada | $128.2M | $103.0M |
| UBS Group AG | $63.3M | $159.5M |
| Envestnet Asset Management Inc. | $30.4M | $187.5M |
| Mercer Global Advisors Inc. | $14.9M | $166.6M |
| Cambridge Investment Research Advisors, Inc. | $119.4M | $13.3M |
| Raymond James Financial Inc. | $40.2M | $74.8M |
| HighTower Advisors, LLC | $39.1M | $59.6M |
| US Bancorp | $2.4M | $90.9M |
| Cetera Investment Advisers | $23.6M | $66.5M |
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: IXN institutional holders, IDV institutional holders.
Frequently asked questions
How much do IXN and IDV overlap?
0.0% by weight, with 0 holdings in common, using holdings for IXN as of June 30, 2026 and IDV as of July 31, 2026.
Do institutions hold both IXN and IDV?
239 Form 13F filers report positions in both, out of 945 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%.