IDUB vs CATH overlap
IDUB and CATH 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: IDUB, SEC Form N-PORT, July 31, 2026; CATH, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IDUB | CATH |
|---|---|---|
| Integrated Wealth Concepts LLC | $210.0M | $741K |
| Aptus Capital Advisors, LLC | $208.9M | $28K |
| Envestnet Asset Management Inc. | $48.5M | $4.2M |
| Morgan Stanley | $37 | $47.6M |
| LPL Financial LLC | $973K | $15.4M |
| Wells Fargo & Company | $632 | $14.6M |
| MBE Wealth Management, LLC | $8.9M | $709K |
| Independent Advisor Alliance | $2.7M | $224K |
| Atria Investments, Inc | $2.5M | $279K |
| Osaic Holdings, Inc. | $600K | $1.5M |
| RFG Advisory, LLC | $704K | $777K |
| Venture Visionary Partners LLC | $384K | $696K |
| Advisory Services Network, LLC | $632K | $242K |
| Farther Finance Advisors, LLC | $51K | $572K |
| NewEdge Advisors, LLC | $3K | $459K |
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: IDUB institutional holders, CATH institutional holders.
Frequently asked questions
How much do IDUB and CATH overlap?
0.0% by weight, with 0 holdings in common, using holdings for IDUB as of July 31, 2026 and CATH as of July 31, 2026.
Do institutions hold both IDUB and CATH?
19 Form 13F filers report positions in both, out of 242 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%.