LQDH vs IBHG overlap
LQDH and IBHG 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: LQDH, SEC Form N-PORT, July 31, 2026; IBHG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | LQDH | IBHG |
|---|---|---|
| LPL Financial LLC | $37.0M | $27.6M |
| UBS Group AG | $3.9M | $39.9M |
| Morgan Stanley | $32.4M | $6.2M |
| Bank of America Corp. | $30.9M | $5.7M |
| Raymond James Financial Inc. | $14.3M | $8.9M |
| Wells Fargo & Company | $2K | $17.9M |
| Envestnet Asset Management Inc. | $10.6M | $223K |
| Cambridge Investment Research Advisors, Inc. | $3.6M | $3.7M |
| Cetera Investment Advisers | $1.3M | $5.6M |
| Osaic Holdings, Inc. | $4.0M | $1.2M |
| BlackRock, Inc. | $8K | $4.3M |
| Jane Street Group, LLC | $977K | $3.0M |
| Northwestern Mutual Wealth Management Co | $2.4M | $1.1M |
| Bank of Montreal | $3.1M | $54K |
| Private Advisor Group, LLC | $253K | $2.2M |
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: LQDH institutional holders, IBHG institutional holders.
Frequently asked questions
How much do LQDH and IBHG overlap?
0.0% by weight, with 0 holdings in common, using holdings for LQDH as of July 31, 2026 and IBHG as of July 31, 2026.
Do institutions hold both LQDH and IBHG?
32 Form 13F filers report positions in both, out of 198 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%.