QDTE vs IYLD overlap
QDTE and IYLD 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: QDTE, SEC Form N-PORT, June 30, 2026; IYLD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | QDTE | IYLD |
|---|---|---|
| Morgan Stanley | $16K | $7.3M |
| MML Investors Services, LLC | $6.4M | $365K |
| Envestnet Asset Management Inc. | $3.7M | $263K |
| Osaic Holdings, Inc. | $1.4M | $623K |
| Cambridge Investment Research Advisors, Inc. | $736K | $1.1M |
| Wells Fargo & Company | $61 | $1.1M |
| Cetera Investment Advisers | $429K | $298K |
| UBS Group AG | $338K | $235K |
| JPMorgan Chase & Co | $800 | $500K |
| IFP Advisors, Inc | $172K | $73K |
| Farther Finance Advisors, LLC | $6K | $83K |
| Harbour Investments, Inc. | $36K | $8K |
| Steward Partners Investment Advisory, LLC | $728 | $6K |
| FMR LLC | $2K | $22 |
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: QDTE institutional holders, IYLD institutional holders.
Frequently asked questions
How much do QDTE and IYLD overlap?
0.0% by weight, with 0 holdings in common, using holdings for QDTE as of June 30, 2026 and IYLD as of July 31, 2026.
Do institutions hold both QDTE and IYLD?
14 Form 13F filers report positions in both, out of 73 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%.