IBMS vs HYFI overlap
IBMS and HYFI overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IBMS: July 31, 2026, HYFI: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: IBMS, SEC Form N-PORT, July 31, 2026; HYFI, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IBMS | HYFI |
|---|---|---|
| LPL Financial LLC | $2.9M | $115.5M |
| Raymond James Financial Inc. | $1.4M | $22.5M |
| Assetmark, Inc. | $2.7M | $17.0M |
| Envestnet Asset Management Inc. | $6.5M | $10.1M |
| Jane Street Group, LLC | $5.4M | $6.1M |
| UBS Group AG | $2.7M | $4.7M |
| United Capital Financial Advisors, LLC | $4.6M | $203K |
| NewEdge Advisors, LLC | $3.9M | $230K |
| Osaic Holdings, Inc. | $115K | $3.9M |
| Kestra Advisory Services, LLC | $1.9M | $1.2M |
| Morgan Stanley | $2.5M | $74K |
| MML Investors Services, LLC | $1.9M | $344K |
| Sanctuary Advisors, LLC | $939K | $554K |
| Cambridge Investment Research Advisors, Inc. | $402K | $842K |
| Citadel Advisors LLC | $201K | $642K |
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: IBMS institutional holders, HYFI institutional holders.
Frequently asked questions
How much do IBMS and HYFI overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBMS as of July 31, 2026 and HYFI as of May 31, 2026.
Do institutions hold both IBMS and HYFI?
20 Form 13F filers report positions in both, out of 154 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%.