LQDW vs APLY overlap

LQDW and APLY overlap 0.0% by weight, across 0 shared holdings.

LQDWAPLY

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

LQDW0.0% of the fund is in shared holdings, of 1

APLY0.0% of the fund is in shared holdings, of 5

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: LQDW, SEC Form N-PORT, July 31, 2026; APLY, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 60 holding any

LQDW0.8% of its 13F dollars, 13.9% of its 43 holders

APLY0.4% of its 13F dollars, 26.1% of its 23 holders

Largest institutions holding both

Firm	LQDW	APLY
Cetera Investment Advisers	$325K	$239K
Harbour Investments, Inc.	$281K	$70
AE Wealth Management LLC	$15K	$3K
Royal Bank of Canada	$7K	$11K
Wells Fargo & Company	$7K	$9
Morgan Stanley	$30	$1K

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: LQDW institutional holders, APLY institutional holders.

Frequently asked questions

How much do LQDW and APLY overlap?

0.0% by weight, with 0 holdings in common, using holdings for LQDW as of July 31, 2026 and APLY as of July 31, 2026.

Do institutions hold both LQDW and APLY?

6 Form 13F filers report positions in both, out of 60 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%.