IBHF vs FSMB overlap
IBHF and FSMB 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; FSMB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IBHF | FSMB |
|---|---|---|
| Morgan Stanley | $30.6M | $104.9M |
| LPL Financial LLC | $50.5M | $49.9M |
| Raymond James Financial Inc. | $14.9M | $13.2M |
| Wells Fargo & Company | $18.1M | $8.4M |
| Cetera Investment Advisers | $9.6M | $11.9M |
| Cambridge Investment Research Advisors, Inc. | $8.9M | $11.9M |
| HighTower Advisors, LLC | $672K | $17.9M |
| UBS Group AG | $4.1M | $14.3M |
| Commonwealth Equity Services, LLC | $2.4M | $14.6M |
| NewEdge Advisors, LLC | $5.6M | $10.2M |
| Waverly Advisors, LLC | $315K | $14.0M |
| Osaic Holdings, Inc. | $2.5M | $8.9M |
| Integrated Wealth Concepts LLC | $10.6M | $505K |
| Rockefeller Capital Management L.P. | $198K | $10.5M |
| Royal Bank of Canada | $3.4M | $7.1M |
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, FSMB institutional holders.
Frequently asked questions
How much do IBHF and FSMB overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBHF as of July 31, 2026 and FSMB as of July 31, 2026.
Do institutions hold both IBHF and FSMB?
48 Form 13F filers report positions in both, out of 265 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%.