IBTH vs IBTG overlap
IBTH and IBTG 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: IBTH, SEC Form N-PORT, July 31, 2026; IBTG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IBTH | IBTG |
|---|---|---|
| HM Payson & Co | $147.9M | $129.5M |
| Bank of America Corp. | $96.5M | $98.5M |
| Morgan Stanley | $85.5M | $91.4M |
| NorthCoast Asset Management LLC | $72.9M | $79.2M |
| Integrated Wealth Concepts LLC | $54.4M | $64.7M |
| Mercer Global Advisors Inc. | $60.1M | $55.8M |
| NewEdge Advisors, LLC | $45.6M | $61.8M |
| LPL Financial LLC | $43.0M | $57.3M |
| Wells Fargo & Company | $44.6M | $54.8M |
| United Capital Financial Advisors, LLC | $35.1M | $43.7M |
| Envestnet Asset Management Inc. | $45.3M | $32.3M |
| Connecticut Wealth Management, LLC | $32.1M | $44.1M |
| Capital Investment Advisors, LLC | $19.9M | $53.5M |
| UBS Group AG | $37.9M | $33.8M |
| Raymond James Financial Inc. | $39.6M | $31.7M |
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: IBTH institutional holders, IBTG institutional holders.
Frequently asked questions
How much do IBTH and IBTG overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBTH as of July 31, 2026 and IBTG as of July 31, 2026.
Do institutions hold both IBTH and IBTG?
250 Form 13F filers report positions in both, out of 377 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%.