SCZ vs IQLT overlap
SCZ and IQLT 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: SCZ, SEC Form N-PORT, July 31, 2026; IQLT, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SCZ | IQLT |
|---|---|---|
| Jones Financial Companies LLLP | $4.4B | $4.3M |
| Northwestern Mutual Wealth Management Co | $59.6M | $2.9B |
| TIAA Wealth Investment Management LLC | $795.3M | $106.7M |
| PNC Financial Services Group, Inc. | $38.7M | $849.9M |
| Envestnet Asset Management Inc. | $45.6M | $712.4M |
| Ameriprise Financial Inc. | $11.0M | $549.0M |
| Bank of America Corp. | $161.1M | $372.9M |
| TIAA-CREF Individual & Institutional Services, LLC | $370.9M | $157.6M |
| Goldman Sachs Group Inc. | $520.2M | $723K |
| FMR LLC | $437.8M | $67.8M |
| Morgan Stanley | $187.3M | $305.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $1.7M | $391.0M |
| Cetera Investment Advisers | $97.8M | $233.6M |
| BlackRock, Inc. | $319.2M | $9.2M |
| Creative Planning | $312.5M | $5.1M |
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: SCZ institutional holders, IQLT institutional holders.
Frequently asked questions
How much do SCZ and IQLT overlap?
0.0% by weight, with 0 holdings in common, using holdings for SCZ as of July 31, 2026 and IQLT as of July 31, 2026.
Do institutions hold both SCZ and IQLT?
282 Form 13F filers report positions in both, out of 1,127 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%.