SLQD vs IBTI overlap
SLQD and IBTI 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: SLQD, SEC Form N-PORT, July 31, 2026; IBTI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SLQD | IBTI |
|---|---|---|
| Morgan Stanley | $128.2M | $76.9M |
| Bank of America Corp. | $31.2M | $67.7M |
| UBS Group AG | $57.3M | $30.6M |
| LPL Financial LLC | $59.8M | $24.6M |
| Raymond James Financial Inc. | $41.5M | $40.3M |
| Focus Partners Wealth | $252K | $75.9M |
| MAI Capital Management | $64.2M | $281K |
| Mercer Global Advisors Inc. | $2.0M | $58.4M |
| Royal Bank of Canada | $43.1M | $12.0M |
| Wells Fargo & Company | $12.3M | $42.4M |
| World Investment Advisors | $52.1M | $215K |
| Ameriprise Financial Inc. | $25.5M | $17.8M |
| Arax Advisory Partners | $254K | $41.8M |
| Envestnet Asset Management Inc. | $10.6M | $29.7M |
| Crews Bank & Trust | $39.7M | $349K |
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: SLQD institutional holders, IBTI institutional holders.
Frequently asked questions
How much do SLQD and IBTI overlap?
0.0% by weight, with 0 holdings in common, using holdings for SLQD as of July 31, 2026 and IBTI as of July 31, 2026.
Do institutions hold both SLQD and IBTI?
74 Form 13F filers report positions in both, out of 435 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%.