QLTY vs ISTB overlap
QLTY and ISTB overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (QLTY: May 31, 2026, ISTB: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: QLTY, SEC Form N-PORT, May 31, 2026; ISTB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | QLTY | ISTB |
|---|---|---|
| Merit Financial Group, LLC | $351.7M | $2.5M |
| HB Wealth Management, LLC | $271.3M | $503K |
| Allworth Financial LP | $253.8M | $3.4M |
| Raymond James Financial Inc. | $40.4M | $116.8M |
| LPL Financial LLC | $106.0M | $41.1M |
| Focus Partners Wealth | $103.3M | $1.9M |
| Jones Financial Companies LLLP | $5.2M | $99.4M |
| Crestwood Advisors Group, LLC | $82.1M | $10.5M |
| Morgan Stanley | $19.3M | $54.0M |
| Apella Capital, LLC | $6.5M | $52.2M |
| JPMorgan Chase & Co | $9.2M | $46.7M |
| Bank of America Corp. | $7.3M | $45.4M |
| UBS Group AG | $311K | $47.5M |
| Envestnet Asset Management Inc. | $12.5M | $29.4M |
| MML Investors Services, LLC | $26.3M | $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: QLTY institutional holders, ISTB institutional holders.
Frequently asked questions
How much do QLTY and ISTB overlap?
0.0% by weight, with 0 holdings in common, using holdings for QLTY as of May 31, 2026 and ISTB as of July 31, 2026.
Do institutions hold both QLTY and ISTB?
58 Form 13F filers report positions in both, out of 500 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%.