IBDT vs CGHM overlap
IBDT and CGHM 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: IBDT, SEC Form N-PORT, July 31, 2026; CGHM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IBDT | CGHM |
|---|---|---|
| Envestnet Asset Management Inc. | $9.3M | $343.8M |
| Bank of America Corp. | $240.5M | $4.0M |
| LPL Financial LLC | $73.1M | $156.3M |
| Morgan Stanley | $121.7M | $52K |
| Cambridge Investment Research Advisors, Inc. | $12.1M | $104.7M |
| Raymond James Financial Inc. | $83.7M | $31.1M |
| UBS Group AG | $95.2M | $491 |
| Cetera Investment Advisers | $9.0M | $74.1M |
| Royal Bank of Canada | $42.3M | $36.3M |
| HighTower Advisors, LLC | $46.0M | $4.8M |
| Commonwealth Equity Services, LLC | $27.1M | $21.9M |
| Wells Fargo & Company | $41.0M | $5.5M |
| Truist Financial Corp. | $23.7M | $19.8M |
| Kestra Advisory Services, LLC | $25.3M | $13.1M |
| MML Investors Services, LLC | $765K | $36.0M |
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: IBDT institutional holders, CGHM institutional holders.
Frequently asked questions
How much do IBDT and CGHM overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBDT as of July 31, 2026 and CGHM as of June 30, 2026.
Do institutions hold both IBDT and CGHM?
70 Form 13F filers report positions in both, out of 558 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%.