IBMT vs IBIE overlap
IBMT and IBIE 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: IBMT, SEC Form N-PORT, July 31, 2026; IBIE, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IBMT | IBIE |
|---|---|---|
| Raymond James Financial Inc. | $440K | $13.5M |
| Quantum Financial Advisors, LLC | $2.7M | $9.7M |
| BlackRock, Inc. | $2K | $4.5M |
| CENTRAL TRUST Co | $986K | $2.6M |
| Osaic Holdings, Inc. | $41K | $2.8M |
| Addison Advisors LLC | $131K | $1.5M |
| Commonwealth Equity Services, LLC | $1.2M | $368K |
| Goldman Sachs Group Inc. | $791K | $506K |
| LPL Financial LLC | $636K | $457K |
| IFG Advisory, LLC | $306K | $698K |
| Beacon Pointe Advisors, LLC | $444K | $302K |
| Parallel Advisors, LLC | $402K | $30K |
| Barrett & Company, Inc. | $26K | $26K |
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: IBMT institutional holders, IBIE institutional holders.
Frequently asked questions
How much do IBMT and IBIE overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBMT as of July 31, 2026 and IBIE as of July 31, 2026.
Do institutions hold both IBMT and IBIE?
13 Form 13F filers report positions in both, out of 98 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%.