IBHH vs EVIM overlap
IBHH and EVIM 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: IBHH, SEC Form N-PORT, July 31, 2026; EVIM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IBHH | EVIM |
|---|---|---|
| Envestnet Asset Management Inc. | $281K | $78.6M |
| LPL Financial LLC | $26.7M | $20.7M |
| Morgan Stanley | $8.1M | $30.0M |
| Raymond James Financial Inc. | $7.1M | $8.3M |
| Osaic Holdings, Inc. | $1.1M | $4.7M |
| Commonwealth Equity Services, LLC | $3.1M | $2.3M |
| Cambridge Investment Research Advisors, Inc. | $4.9M | $430K |
| Integrated Wealth Concepts LLC | $1.5M | $3.2M |
| Jane Street Group, LLC | $2.3M | $1.8M |
| Fiduciary Financial Advisors | $1.3M | $277K |
| UBS Group AG | $1.5M | $14K |
| Sanctuary Advisors, LLC | $224K | $1.1M |
| Stifel Financial Corp. | $636K | $426K |
| Citadel Advisors LLC | $317K | $436K |
| IFP Advisors, Inc | $455K | $193K |
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: IBHH institutional holders, EVIM institutional holders.
Frequently asked questions
How much do IBHH and EVIM overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBHH as of July 31, 2026 and EVIM as of June 30, 2026.
Do institutions hold both IBHH and EVIM?
18 Form 13F filers report positions in both, out of 129 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%.