IBMR vs HCRB overlap
IBMR and HCRB 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: IBMR, SEC Form N-PORT, July 31, 2026; HCRB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IBMR | HCRB |
|---|---|---|
| LPL Financial LLC | $7.1M | $46.5M |
| Raymond James Financial Inc. | $6.8M | $8.7M |
| Morgan Stanley | $5.0M | $1.9M |
| Jones Financial Companies LLLP | $324K | $4.3M |
| Osaic Holdings, Inc. | $1.1M | $2.4M |
| Citadel Advisors LLC | $674K | $894K |
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: IBMR institutional holders, HCRB institutional holders.
Frequently asked questions
How much do IBMR and HCRB overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBMR as of July 31, 2026 and HCRB as of July 31, 2026.
Do institutions hold both IBMR and HCRB?
6 Form 13F filers report positions in both, out of 162 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%.