IBTI vs FLTR overlap
IBTI and FLTR 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: IBTI, SEC Form N-PORT, July 31, 2026; FLTR, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IBTI | FLTR |
|---|---|---|
| Wells Fargo & Company | $42.4M | $116.7M |
| Bank of America Corp. | $67.7M | $87.2M |
| Morgan Stanley | $76.9M | $65.4M |
| LPL Financial LLC | $24.6M | $109.5M |
| Raymond James Financial Inc. | $40.3M | $52.4M |
| UBS Group AG | $30.6M | $46.2M |
| Ameriprise Financial Inc. | $17.8M | $27.0M |
| Envestnet Asset Management Inc. | $29.7M | $12.5M |
| Arax Advisory Partners | $41.8M | $34K |
| Integrated Wealth Concepts LLC | $37.2M | $681K |
| Cambridge Investment Research Advisors, Inc. | $2.7M | $29.5M |
| Brookstone Capital Management | $30.4M | $701K |
| BlackRock, Inc. | $26.4M | $19K |
| Stratos Wealth Partners, LTD. | $23.0M | $470K |
| Creative Planning | $1.5M | $20.9M |
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: IBTI institutional holders, FLTR institutional holders.
Frequently asked questions
How much do IBTI and FLTR overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBTI as of July 31, 2026 and FLTR as of July 31, 2026.
Do institutions hold both IBTI and FLTR?
70 Form 13F filers report positions in both, out of 441 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%.