MISL vs IDU overlap
MISL and IDU 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: MISL, SEC Form N-PORT, June 30, 2026; IDU, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | MISL | IDU |
|---|---|---|
| LPL Financial LLC | $49.0M | $46.0M |
| Morgan Stanley | $10.8M | $66.5M |
| Bank of America Corp. | $890K | $61.0M |
| Raymond James Financial Inc. | $38.4M | $14.6M |
| Wells Fargo & Company | $31.3M | $19.7M |
| Royal Bank of Canada | $4.5M | $23.3M |
| MML Investors Services, LLC | $16.8M | $5.7M |
| Cambridge Investment Research Advisors, Inc. | $11.8M | $10.2M |
| Steward Partners Investment Advisory, LLC | $477K | $19.9M |
| Osaic Holdings, Inc. | $9.9M | $9.9M |
| Cetera Investment Advisers | $6.7M | $11.8M |
| Envestnet Asset Management Inc. | $7.4M | $10.9M |
| Kestra Advisory Services, LLC | $15.6M | $951K |
| Commonwealth Equity Services, LLC | $3.8M | $9.8M |
| Susquehanna International Group, LLP | $2.0M | $11.0M |
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: MISL institutional holders, IDU institutional holders.
Frequently asked questions
How much do MISL and IDU overlap?
0.0% by weight, with 0 holdings in common, using holdings for MISL as of June 30, 2026 and IDU as of July 31, 2026.
Do institutions hold both MISL and IDU?
70 Form 13F filers report positions in both, out of 346 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%.