IBDV vs GSY overlap
IBDV and GSY 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: IBDV, SEC Form N-PORT, July 31, 2026; GSY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IBDV | GSY |
|---|---|---|
| Morgan Stanley | $97.5M | $306.6M |
| Bank of America Corp. | $209.6M | $193.2M |
| LPL Financial LLC | $32.6M | $342.9M |
| Wells Fargo & Company | $65.8M | $210.3M |
| UBS Group AG | $66.0M | $105.9M |
| Raymond James Financial Inc. | $95.4M | $70.1M |
| Aptus Capital Advisors, LLC | $134.1M | $361K |
| Mercer Global Advisors Inc. | $132.6M | $1.8M |
| Royal Bank of Canada | $54.6M | $34.2M |
| Cetera Investment Advisers | $7.2M | $80.7M |
| HM Payson & Co | $59.4M | $50K |
| Envestnet Asset Management Inc. | $10.1M | $45.3M |
| Cambridge Investment Research Advisors, Inc. | $18.0M | $28.6M |
| Osaic Holdings, Inc. | $3.9M | $39.5M |
| Stifel Financial Corp. | $23.8M | $15.9M |
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: IBDV institutional holders, GSY institutional holders.
Frequently asked questions
How much do IBDV and GSY overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBDV as of July 31, 2026 and GSY as of July 31, 2026.
Do institutions hold both IBDV and GSY?
86 Form 13F filers report positions in both, out of 563 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%.