LQDH vs IG overlap
LQDH and IG 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; IG, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | LQDH | IG |
|---|---|---|
| Envestnet Asset Management Inc. | $10.6M | $130.6M |
| Principal Securities, Inc. | $246K | $133.0M |
| LPL Financial LLC | $37.0M | $323K |
| Raymond James Financial Inc. | $14.3M | $21.3M |
| Morgan Stanley | $32.4M | $17K |
| Royal Bank of Canada | $250K | $2.4M |
| Global Retirement Partners, LLC | $406K | $12K |
| Private Trust Co NA | $36K | $21K |
| Wells Fargo & Company | $2K | $8 |
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, IG institutional holders.
Frequently asked questions
How much do LQDH and IG overlap?
0.0% by weight, with 0 holdings in common, using holdings for LQDH as of July 31, 2026 and IG as of June 30, 2026.
Do institutions hold both LQDH and IG?
9 Form 13F filers report positions in both, out of 109 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%.