SETM vs LQTI overlap
SETM and LQTI 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: SETM, SEC Form N-PORT, June 30, 2026; LQTI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SETM | LQTI |
|---|---|---|
| Commonwealth Equity Services, LLC | $4.4M | $29.7M |
| Northwestern Mutual Wealth Management Co | $16.1M | $714 |
| LPL Financial LLC | $4.4M | $9.4M |
| Jane Street Group, LLC | $10.7M | $3.0M |
| Janney Montgomery Scott LLC | $1.1M | $11.5M |
| Cetera Investment Advisers | $1.4M | $10.4M |
| Creative Financial Designs Inc. | $66K | $9.7M |
| Steward Partners Investment Advisory, LLC | $2.4M | $5.4M |
| Envestnet Asset Management Inc. | $1.4M | $4.3M |
| Cambridge Investment Research Advisors, Inc. | $3.0M | $1.7M |
| IFP Advisors, Inc | $935 | $3.3M |
| HighTower Advisors, LLC | $1.3M | $1.5M |
| Brookstone Capital Management | $1.3M | $861K |
| Arax Advisory Partners | $730K | $46K |
| Integrated Wealth Concepts LLC | $84K | $526K |
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: SETM institutional holders, LQTI institutional holders.
Frequently asked questions
How much do SETM and LQTI overlap?
0.0% by weight, with 0 holdings in common, using holdings for SETM as of June 30, 2026 and LQTI as of July 31, 2026.
Do institutions hold both SETM and LQTI?
18 Form 13F filers report positions in both, out of 156 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%.