IBDT vs HYLB overlap
IBDT and HYLB overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IBDT: July 31, 2026, HYLB: May 29, 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
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; HYLB, SEC Form N-PORT, May 29, 2026.
Largest institutions holding both
| Firm | IBDT | HYLB |
|---|---|---|
| Bank of America Corp. | $240.5M | $395.3M |
| Royal Bank of Canada | $42.3M | $211.6M |
| Wells Fargo & Company | $41.0M | $182.8M |
| Mercer Global Advisors Inc. | $139.7M | $465K |
| Valmark Advisers, Inc. | $4.5M | $134.6M |
| Morgan Stanley | $121.7M | $10.4M |
| UBS Group AG | $95.2M | $25.4M |
| Envestnet Asset Management Inc. | $9.3M | $106.6M |
| PNC Financial Services Group, Inc. | $713K | $103.7M |
| Raymond James Financial Inc. | $83.7M | $12.7M |
| LPL Financial LLC | $73.1M | $15.6M |
| HM Payson & Co | $80.2M | $2K |
| Fifth Third Bancorp | $1.8M | $73.6M |
| Ameriprise Financial Inc. | $43.4M | $20.9M |
| HighTower Advisors, LLC | $46.0M | $2.9M |
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, HYLB institutional holders.
Frequently asked questions
How much do IBDT and HYLB overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBDT as of July 31, 2026 and HYLB as of May 29, 2026.
Do institutions hold both IBDT and HYLB?
88 Form 13F filers report positions in both, out of 586 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%.