IBHJ vs FMUB overlap
IBHJ and FMUB 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: IBHJ, SEC Form N-PORT, July 31, 2026; FMUB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IBHJ | FMUB |
|---|---|---|
| Commonwealth Equity Services, LLC | $995K | $16.5M |
| LPL Financial LLC | $3.5M | $2.6M |
| Integrated Wealth Concepts LLC | $2.0M | $123K |
| Raymond James Financial Inc. | $509K | $892K |
| Osaic Holdings, Inc. | $285K | $1.1M |
| Jane Street Group, LLC | $539K | $720K |
| Cetera Investment Advisers | $446K | $633K |
| IFP Advisors, Inc | $284K | $103K |
| NewEdge Advisors, LLC | $30K | $235K |
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: IBHJ institutional holders, FMUB institutional holders.
Frequently asked questions
How much do IBHJ and FMUB overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBHJ as of July 31, 2026 and FMUB as of July 31, 2026.
Do institutions hold both IBHJ and FMUB?
9 Form 13F filers report positions in both, out of 79 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%.