LQDH vs IBHI overlap
LQDH and IBHI 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; IBHI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | LQDH | IBHI |
|---|---|---|
| Morgan Stanley | $32.4M | $36.4M |
| LPL Financial LLC | $37.0M | $11.4M |
| Northwestern Mutual Wealth Management Co | $2.4M | $39.5M |
| Bank of America Corp. | $30.9M | $10.4M |
| HighTower Advisors, LLC | $215K | $22.6M |
| Raymond James Financial Inc. | $14.3M | $3.6M |
| Envestnet Asset Management Inc. | $10.6M | $3.4M |
| Commonwealth Equity Services, LLC | $259K | $12.1M |
| Cambridge Investment Research Advisors, Inc. | $3.6M | $6.6M |
| UBS Group AG | $3.9M | $1.0M |
| Osaic Holdings, Inc. | $4.0M | $494K |
| BlackRock, Inc. | $8K | $4.3M |
| Mercer Global Advisors Inc. | $344K | $2.8M |
| Wells Fargo & Company | $2K | $3.1M |
| Integrated Wealth Concepts LLC | $79K | $3.0M |
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, IBHI institutional holders.
Frequently asked questions
How much do LQDH and IBHI overlap?
0.0% by weight, with 0 holdings in common, using holdings for LQDH as of July 31, 2026 and IBHI as of July 31, 2026.
Do institutions hold both LQDH and IBHI?
27 Form 13F filers report positions in both, out of 163 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%.