IBDS vs FIXD overlap
IBDS and FIXD overlap 0.0% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IBDS: July 31, 2026, FIXD: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | IBDS | FIXD | Overlap |
|---|---|---|---|
| T-Mobile USA Inc. | 0.73% | 0.03% | 0.03% |
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: IBDS, SEC Form N-PORT, July 31, 2026; FIXD, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IBDS | FIXD |
|---|---|---|
| Morgan Stanley | $110.7M | $404.3M |
| LPL Financial LLC | $88.5M | $315.8M |
| Bank of America Corp. | $234.7M | $41.2M |
| Wells Fargo & Company | $35.3M | $207.4M |
| Raymond James Financial Inc. | $91.0M | $94.6M |
| UBS Group AG | $102.2M | $66.8M |
| Ameriprise Financial Inc. | $46.2M | $74.6M |
| Envestnet Asset Management Inc. | $9.9M | $101.1M |
| Royal Bank of Canada | $40.1M | $66.3M |
| Truist Financial Corp. | $28.6M | $54.1M |
| Cambridge Investment Research Advisors, Inc. | $11.8M | $58.7M |
| NewEdge Advisors, LLC | $20.1M | $46.8M |
| Commonwealth Equity Services, LLC | $36.8M | $18.1M |
| Cetera Investment Advisers | $9.0M | $41.0M |
| Stifel Financial Corp. | $25.5M | $22.4M |
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: IBDS institutional holders, FIXD institutional holders.
Frequently asked questions
How much do IBDS and FIXD overlap?
0.0% by weight, with 1 holdings in common, using holdings for IBDS as of July 31, 2026 and FIXD as of May 31, 2026. The largest shared position is T-MOBILE USA INC.
Do institutions hold both IBDS and FIXD?
92 Form 13F filers report positions in both, out of 644 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%.