IBCA vs CGIB overlap
IBCA and CGIB overlap 0.2% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | IBCA | CGIB | Overlap |
|---|---|---|---|
| Synopsys Inc. | 0.68% | 0.10% | 0.10% |
| Arthur J Gallagh | 0.46% | 0.09% | 0.09% |
| Broadcom Inc. | 0.72% | 0.04% | 0.04% |
| Pacific Gas&ELECPCG | 0.30% | 0.01% | 0.01% |
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; CGIB, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IBCA | CGIB |
|---|---|---|
| Wells Fargo & Company | $256K | $72.9M |
| Envestnet Asset Management Inc. | $1.9M | $36.1M |
| HighTower Advisors, LLC | $10.3M | $6.5M |
| Benjamin Edwards Inc. | $4.0M | $8.3M |
| Raymond James Financial Inc. | $6.9M | $653K |
| Royal Bank of Canada | $2.1M | $2.8M |
| Commonwealth Equity Services, LLC | $1.3M | $3.2M |
| Osaic Holdings, Inc. | $58K | $3.9M |
| Cetera Investment Advisers | $568K | $3.2M |
| Kestra Advisory Services, LLC | $2.2M | $933K |
| Wealth Enhancement Advisory Services, LLC | $2.8M | $222K |
| Valmark Advisers, Inc. | $430K | $2.0M |
| Jane Street Group, LLC | $736K | $272K |
| Capital Analysts, LLC | $25K | $800K |
| Fifth Third Bancorp | $20K | $297K |
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, CGIB institutional holders.
Frequently asked questions
How much do IBCA and CGIB overlap?
0.2% by weight, with 4 holdings in common, using holdings for IBCA as of July 31, 2026 and CGIB as of June 30, 2026. The largest shared position is SYNOPSYS INC.
Do institutions hold both IBCA and CGIB?
17 Form 13F filers report positions in both, out of 140 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%.