IBMP vs FIIG overlap
IBMP and FIIG 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: IBMP, SEC Form N-PORT, July 31, 2026; FIIG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IBMP | FIIG |
|---|---|---|
| LPL Financial LLC | $13.3M | $100.6M |
| Morgan Stanley | $9.9M | $56.0M |
| Envestnet Asset Management Inc. | $5.1M | $39.5M |
| Cetera Investment Advisers | $2.2M | $27.3M |
| Cambridge Investment Research Advisors, Inc. | $1.5M | $22.6M |
| NewEdge Advisors, LLC | $13.3M | $9.0M |
| HighTower Advisors, LLC | $14.0M | $3.4M |
| Commonwealth Equity Services, LLC | $4.4M | $9.8M |
| Lido Advisors, LLC | $13.9M | $283K |
| Benjamin Edwards Inc. | $1.1M | $8.1M |
| Assetmark, Inc. | $3.0M | $5.2M |
| Osaic Holdings, Inc. | $2.2M | $3.1M |
| Janney Montgomery Scott LLC | $351K | $4.9M |
| Sanctuary Advisors, LLC | $3.1M | $1.7M |
| Royal Bank of Canada | $3.0M | $1.2M |
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: IBMP institutional holders, FIIG institutional holders.
Frequently asked questions
How much do IBMP and FIIG overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBMP as of July 31, 2026 and FIIG as of July 31, 2026.
Do institutions hold both IBMP and FIIG?
31 Form 13F filers report positions in both, out of 299 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%.