IBMP vs FTRB overlap
IBMP and FTRB 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; FTRB, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IBMP | FTRB |
|---|---|---|
| Hills Bank & Trust Co | $12.9M | $140.9M |
| Raymond James Financial Inc. | $3.9M | $53.1M |
| Benjamin Edwards Inc. | $1.1M | $36.6M |
| Envestnet Asset Management Inc. | $5.1M | $21.9M |
| Osaic Holdings, Inc. | $2.2M | $20.6M |
| Integrated Wealth Concepts LLC | $7.8M | $5.9M |
| LPL Financial LLC | $13.3M | $281K |
| Commonwealth Equity Services, LLC | $4.4M | $4.6M |
| Stifel Financial Corp. | $3.4M | $2.2M |
| Kestra Private Wealth Services, LLC | $1.1M | $2.0M |
| Royal Bank of Canada | $3.0M | $27K |
| Cambridge Investment Research Advisors, Inc. | $1.5M | $1.0M |
| Janney Montgomery Scott LLC | $351K | $1.2M |
| Citadel Advisors LLC | $317K | $1.1M |
| Steward Partners Investment Advisory, LLC | $1.1M | $91K |
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, FTRB institutional holders.
Frequently asked questions
How much do IBMP and FTRB overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBMP as of July 31, 2026 and FTRB as of June 30, 2026.
Do institutions hold both IBMP and FTRB?
15 Form 13F filers report positions in both, out of 227 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%.