IBTJ vs CARY overlap
IBTJ and CARY 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: IBTJ, SEC Form N-PORT, July 31, 2026; CARY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IBTJ | CARY |
|---|---|---|
| Bank of America Corp. | $59.8M | $186.9M |
| Morgan Stanley | $74.7M | $169.5M |
| Wells Fargo & Company | $38.2M | $114.5M |
| UBS Group AG | $20.3M | $66.7M |
| Raymond James Financial Inc. | $31.1M | $30.7M |
| Envestnet Asset Management Inc. | $28.0M | $23.0M |
| Osaic Holdings, Inc. | $6.3M | $25.2M |
| Focus Partners Wealth | $202K | $30.5M |
| LPL Financial LLC | $13.9M | $11.7M |
| Stifel Financial Corp. | $6.0M | $12.4M |
| Commonwealth Equity Services, LLC | $17.1M | $315K |
| Baird Financial Group, Inc. | $5.6M | $11.5M |
| NewEdge Advisors, LLC | $10.8M | $1.5M |
| Stratos Wealth Partners, LTD. | $11.5M | $289K |
| Northwestern Mutual Wealth Management Co | $7.0M | $2K |
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: IBTJ institutional holders, CARY institutional holders.
Frequently asked questions
How much do IBTJ and CARY overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBTJ as of July 31, 2026 and CARY as of July 31, 2026.
Do institutions hold both IBTJ and CARY?
31 Form 13F filers report positions in both, out of 293 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%.