IBDZ vs BWX overlap
IBDZ and BWX 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: IBDZ, SEC Form N-PORT, July 31, 2026; BWX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IBDZ | BWX |
|---|---|---|
| Morgan Stanley | $39.5M | $74.7M |
| Bank of America Corp. | $35.4M | $10.2M |
| Summit Financial, LLC | $27.5M | $249K |
| Creative Planning | $461K | $27.2M |
| Royal Bank of Canada | $19.4M | $1.4M |
| Wells Fargo & Company | $17.2M | $3.1M |
| Ameriprise Financial Inc. | $12.9M | $6.5M |
| Envestnet Asset Management Inc. | $2.1M | $15.1M |
| Janney Montgomery Scott LLC | $10.3M | $4.3M |
| UBS Group AG | $9.6M | $3.0M |
| Commonwealth Equity Services, LLC | $10.1M | $2.0M |
| Raymond James Financial Inc. | $10.7M | $887K |
| LPL Financial LLC | $2.2M | $9.1M |
| US Bancorp | $10.0M | $16K |
| Kestra Advisory Services, LLC | $7.6M | $298K |
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, BWX institutional holders.
Frequently asked questions
How much do IBDZ and BWX overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBDZ as of July 31, 2026 and BWX as of June 30, 2026.
Do institutions hold both IBDZ and BWX?
37 Form 13F filers report positions in both, out of 248 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%.