IBCA vs CDX overlap
IBCA and CDX 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: IBCA, SEC Form N-PORT, July 31, 2026; CDX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IBCA | CDX |
|---|---|---|
| Envestnet Asset Management Inc. | $1.9M | $35.0M |
| Bank of America Corp. | $24.0M | $373K |
| Morgan Stanley | $13.5M | $29 |
| HighTower Advisors, LLC | $10.3M | $464K |
| LPL Financial LLC | $2.2M | $7.8M |
| Osaic Holdings, Inc. | $58K | $5.3M |
| Commonwealth Equity Services, LLC | $1.3M | $3.6M |
| Kestra Advisory Services, LLC | $2.2M | $403K |
| Royal Bank of Canada | $2.1M | $35K |
| Arkadios Wealth Advisors | $256K | $1.7M |
| Advisory Services Network, LLC | $501K | $1.3M |
| Belpointe Asset Management LLC | $282K | $707K |
| Cetera Investment Advisers | $568K | $310K |
| Wells Fargo & Company | $256K | $12K |
| CENTRAL TRUST Co | $19K | $4K |
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: IBCA institutional holders, CDX institutional holders.
Frequently asked questions
How much do IBCA and CDX overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBCA as of July 31, 2026 and CDX as of June 30, 2026.
Do institutions hold both IBCA and CDX?
15 Form 13F filers report positions in both, out of 171 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%.