IBHF vs EDGF overlap
IBHF and EDGF 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: IBHF, SEC Form N-PORT, July 31, 2026; EDGF, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IBHF | EDGF |
|---|---|---|
| Osaic Holdings, Inc. | $2.5M | $125.2M |
| LPL Financial LLC | $50.5M | $2.0M |
| Envestnet Asset Management Inc. | $374K | $24.4M |
| Citadel Advisors LLC | $11.5M | $2.1M |
| Cambridge Investment Research Advisors, Inc. | $8.9M | $2.9M |
| Jane Street Group, LLC | $4.7M | $288K |
| Concurrent Investment Advisors, LLC | $4.5M | $227K |
| UBS Group AG | $4.1M | $14K |
| Sowell Financial Services LLC | $2.0M | $395K |
| Ashton Thomas Private Wealth, LLC | $2K | $1.4M |
| Sanctuary Advisors, LLC | $854K | $349K |
| Koshinski Asset Management, Inc. | $690K | $385K |
| Harbour Investments, Inc. | $10K | $345K |
| TSFG, LLC | $21K | $23K |
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: IBHF institutional holders, EDGF institutional holders.
Frequently asked questions
How much do IBHF and EDGF overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBHF as of July 31, 2026 and EDGF as of June 30, 2026.
Do institutions hold both IBHF and EDGF?
14 Form 13F filers report positions in both, out of 193 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%.