IBHH vs GTIP overlap
IBHH and GTIP overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IBHH: July 31, 2026, GTIP: 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: IBHH, SEC Form N-PORT, July 31, 2026; GTIP, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IBHH | GTIP |
|---|---|---|
| LPL Financial LLC | $26.7M | $42.2M |
| Envestnet Asset Management Inc. | $281K | $56.9M |
| Raymond James Financial Inc. | $7.1M | $14.1M |
| NewEdge Advisors, LLC | $18.7M | $856K |
| Morgan Stanley | $8.1M | $8.8M |
| Wells Fargo & Company | $4.6M | $10.3M |
| Cetera Investment Advisers | $3.4M | $8.5M |
| Bank of America Corp. | $5.5M | $1.3M |
| Royal Bank of Canada | $6.4M | $131K |
| Integrated Wealth Concepts LLC | $1.5M | $517K |
| Osaic Holdings, Inc. | $1.1M | $217K |
| Sanctuary Advisors, LLC | $224K | $282K |
| Global Retirement Partners, LLC | $172K | $159K |
| AE Wealth Management LLC | $172K | $9K |
| International Assets Investment Management, LLC | $49K | $3K |
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, GTIP institutional holders.
Frequently asked questions
How much do IBHH and GTIP overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBHH as of July 31, 2026 and GTIP as of May 31, 2026.
Do institutions hold both IBHH and GTIP?
15 Form 13F filers report positions in both, out of 147 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%.