IBHL vs GTOH overlap
IBHL and GTOH overlap 6.9% by weight, across 25 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | IBHL | GTOH | Overlap |
|---|---|---|---|
| Jane Street GRPJANEST | 0.75% | 0.51% | 0.51% |
| Tenet HealthcareTHC | 0.77% | 0.50% | 0.50% |
| Osaic HoldingsADVGRO | 0.53% | 0.48% | 0.48% |
| Clydesdale AcquiNOVHOL | 0.70% | 0.42% | 0.42% |
| Cloud Sftwr GRPTIBX | 0.88% | 0.39% | 0.39% |
| CA Buyer/Atlanti | 0.51% | 0.38% | 0.38% |
| Northriver MidstNORMID | 0.33% | 0.55% | 0.33% |
| Onemain Finance | 0.40% | 0.32% | 0.32% |
| Discovery HLDGWBD | 0.93% | 0.28% | 0.28% |
| Transocean Ltd. | 0.27% | 0.48% | 0.27% |
| Navient Corp. | 0.25% | 0.49% | 0.25% |
| Six Flags Entertainment Corp /Six Flags Theme Parks Inc/ Canada's Wonderland CoFUN | 0.44% | 0.24% | 0.24% |
| Free MTGE HOLDFREMOR | 0.34% | 0.24% | 0.24% |
| Onemain FinanceOMF | 0.31% | 0.24% | 0.24% |
| 1261229 BC Ltd.BHCCN | 2.94% | 0.24% | 0.24% |
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: IBHL, SEC Form N-PORT, July 31, 2026; GTOH, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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: IBHL institutional holders, GTOH institutional holders.
Frequently asked questions
How much do IBHL and GTOH overlap?
6.9% by weight, with 25 holdings in common, using holdings for IBHL as of July 31, 2026 and GTOH as of July 31, 2026. The largest shared position is JANEST.
Do institutions hold both IBHL and GTOH?
0 Form 13F filers report positions in both, out of 17 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%.