SHLD vs IDV overlap
SHLD and IDV overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SHLD: May 31, 2026, IDV: 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: SHLD, SEC Form N-PORT, May 31, 2026; IDV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SHLD | IDV |
|---|---|---|
| Bank of America Corp. | $604.8M | $600.8M |
| Morgan Stanley | $217.1M | $353.8M |
| LPL Financial LLC | $315.9M | $152.4M |
| JPMorgan Chase & Co | $257.7M | $46.3M |
| Envestnet Asset Management Inc. | $81.4M | $187.5M |
| Wells Fargo & Company | $869K | $232.5M |
| UBS Group AG | $43.4M | $159.5M |
| Bank of Montreal | $187.5M | $1.6M |
| Ameriprise Financial Inc. | $2.5M | $166.0M |
| Mercer Global Advisors Inc. | $1.7M | $166.6M |
| Raymond James Financial Inc. | $74.3M | $74.8M |
| Royal Bank of Canada | $41.8M | $103.0M |
| Bank of New York Mellon Corp | $5.6M | $118.1M |
| Northwestern Mutual Wealth Management Co | $56.6M | $53.8M |
| Cetera Investment Advisers | $37.3M | $66.5M |
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: SHLD institutional holders, IDV institutional holders.
Frequently asked questions
How much do SHLD and IDV overlap?
0.0% by weight, with 0 holdings in common, using holdings for SHLD as of May 31, 2026 and IDV as of July 31, 2026.
Do institutions hold both SHLD and IDV?
239 Form 13F filers report positions in both, out of 997 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%.