TLTD vs IDHQ overlap
TLTD and IDHQ overlap 15.1% by weight, across 173 shared holdings.
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Top shared holdings
| Holding | TLTD | IDHQ | Overlap |
|---|---|---|---|
| ASML Holding NVASML | 1.21% | 4.50% | 1.21% |
| Allianz SE-REGALIZF | 0.61% | 2.38% | 0.61% |
| Totalenergies SETTE | 0.59% | 1.99% | 0.59% |
| Novartis AG-REGNOVN | 0.57% | 4.50% | 0.57% |
| Roper TechnologiROP | 0.56% | 4.95% | 0.56% |
| Nestle SA-REGNESN | 0.46% | 3.49% | 0.46% |
| GSK PLCGSK | 0.35% | 1.21% | 0.35% |
| SAP SESAPGF | 0.34% | 2.45% | 0.34% |
| Tokio Marine HD8766 | 0.33% | 1.25% | 0.33% |
| Rolls-Royce HOLDRR/ | 0.30% | 2.76% | 0.30% |
| Advantest Corp.6857 | 0.29% | 2.29% | 0.29% |
| Tokyo Electron8035 | 0.29% | 1.69% | 0.29% |
| ABB Ltd.-REGABBN | 0.28% | 2.44% | 0.28% |
| NOVO Nordisk-BNOVOB | 0.27% | 2.22% | 0.27% |
| LVMH MOET HenneMC | 0.26% | 1.57% | 0.26% |
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: TLTD, SEC Form N-PORT, July 31, 2026; IDHQ, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | TLTD | IDHQ |
|---|---|---|
| LPL Financial LLC | $8.1M | $84.3M |
| Northwestern Mutual Wealth Management Co | $289K | $58.7M |
| Envestnet Asset Management Inc. | $37.2M | $3.9M |
| Morgan Stanley | $4.8M | $29.8M |
| Cetera Investment Advisers | $3.5M | $22.7M |
| Osaic Holdings, Inc. | $672K | $22.5M |
| Commonwealth Equity Services, LLC | $12.5M | $2.7M |
| MML Investors Services, LLC | $13.3M | $657K |
| Cambridge Investment Research Advisors, Inc. | $1.5M | $11.2M |
| Bank of America Corp. | $1.5M | $10.2M |
| Raymond James Financial Inc. | $805K | $10.1M |
| Stifel Financial Corp. | $718K | $6.4M |
| Jane Street Group, LLC | $4.3M | $2.6M |
| EP Wealth Advisors, LLC | $184K | $6.2M |
| JPMorgan Chase & Co | $1.4M | $3.9M |
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: TLTD institutional holders, IDHQ institutional holders.
Frequently asked questions
How much do TLTD and IDHQ overlap?
15.1% by weight, with 173 holdings in common, using holdings for TLTD as of July 31, 2026 and IDHQ as of July 31, 2026. The largest shared position is ASML.
Do institutions hold both TLTD and IDHQ?
28 Form 13F filers report positions in both, out of 189 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%.