IBDZ vs BAB overlap
IBDZ and BAB overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IBDZ: July 31, 2026, BAB: 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
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: IBDZ, SEC Form N-PORT, July 31, 2026; BAB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IBDZ | BAB |
|---|---|---|
| Bank of America Corp. | $35.4M | $26.7M |
| Aptus Capital Advisors, LLC | $61.3M | $28K |
| Morgan Stanley | $39.5M | $18.6M |
| Raymond James Financial Inc. | $10.7M | $46.5M |
| Wells Fargo & Company | $17.2M | $38.9M |
| HighTower Advisors, LLC | $13.1M | $42.5M |
| Ameriprise Financial Inc. | $12.9M | $25.5M |
| Royal Bank of Canada | $19.4M | $2.9M |
| UBS Group AG | $9.6M | $11.3M |
| Envestnet Asset Management Inc. | $2.1M | $16.8M |
| LPL Financial LLC | $2.2M | $11.8M |
| Janney Montgomery Scott LLC | $10.3M | $207K |
| Commonwealth Equity Services, LLC | $10.1M | $460K |
| Northwestern Mutual Wealth Management Co | $425K | $9.7M |
| Kestra Advisory Services, LLC | $7.6M | $895K |
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: IBDZ institutional holders, BAB institutional holders.
Frequently asked questions
How much do IBDZ and BAB overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBDZ as of July 31, 2026 and BAB as of May 31, 2026.
Do institutions hold both IBDZ and BAB?
31 Form 13F filers report positions in both, out of 276 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%.