IBTG vs BKAG overlap
IBTG and BKAG 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: IBTG, SEC Form N-PORT, July 31, 2026; BKAG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IBTG | BKAG |
|---|---|---|
| Bank of America Corp. | $98.5M | $102.6M |
| Integrated Wealth Concepts LLC | $64.7M | $66.9M |
| Morgan Stanley | $91.4M | $10.0M |
| LPL Financial LLC | $57.3M | $7.2M |
| NewEdge Advisors, LLC | $61.8M | $2.7M |
| Wealthspire Advisors, LLC | $29.2M | $28.4M |
| Mercer Global Advisors Inc. | $55.8M | $211K |
| Wells Fargo & Company | $54.8M | $425K |
| Aptus Capital Advisors, LLC | $163K | $47.7M |
| Brookstone Capital Management | $3.5M | $42.4M |
| CENTRAL TRUST Co | $5.8M | $39.5M |
| Envestnet Asset Management Inc. | $32.3M | $4.4M |
| Raymond James Financial Inc. | $31.7M | $4.3M |
| UBS Group AG | $33.8M | $136K |
| Royal Bank of Canada | $11.7M | $20.6M |
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: IBTG institutional holders, BKAG institutional holders.
Frequently asked questions
How much do IBTG and BKAG overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBTG as of July 31, 2026 and BKAG as of July 31, 2026.
Do institutions hold both IBTG and BKAG?
44 Form 13F filers report positions in both, out of 368 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%.