ROBO vs IDEQ overlap
ROBO and IDEQ overlap 3.0% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | ROBO | IDEQ | Overlap |
|---|---|---|---|
| Mitsub ELEC Corp.6503 | 1.28% | 1.04% | 1.04% |
| ABB Ltd.-REGABBN | 1.33% | 0.93% | 0.93% |
| Delta ELEC2308 | 0.92% | 0.69% | 0.69% |
| Celestica Inc.CLS | 1.41% | 0.31% | 0.31% |
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: ROBO, SEC Form N-PORT, July 31, 2026; IDEQ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | ROBO | IDEQ |
|---|---|---|
| LPL Financial LLC | $33.5M | $85.0M |
| Raymond James Financial Inc. | $22.7M | $60.6M |
| Bank of New York Mellon Corp | $1.1M | $55.1M |
| Northwestern Mutual Wealth Management Co | $41.1M | $10.6M |
| Royal Bank of Canada | $19.1M | $8K |
| Commonwealth Equity Services, LLC | $7.0M | $9.6M |
| Jones Financial Companies LLLP | $12K | $15.9M |
| Envestnet Asset Management Inc. | $2.7M | $13.1M |
| Cambridge Investment Research Advisors, Inc. | $8.3M | $3.2M |
| Western Wealth Management, LLC | $283K | $10.8M |
| Cetera Investment Advisers | $5.5M | $4.6M |
| PNC Financial Services Group, Inc. | $634K | $8.8M |
| Wells Fargo & Company | $297K | $7.4M |
| Flow Traders U.S. LLC | $2.6M | $5.0M |
| Stifel Financial Corp. | $5.9M | $1.5M |
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: ROBO institutional holders, IDEQ institutional holders.
Frequently asked questions
How much do ROBO and IDEQ overlap?
3.0% by weight, with 4 holdings in common, using holdings for ROBO as of July 31, 2026 and IDEQ as of June 30, 2026. The largest shared position is 6503.
Do institutions hold both ROBO and IDEQ?
34 Form 13F filers report positions in both, out of 378 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%.