IBTJ vs HYDB overlap
IBTJ and HYDB overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IBTJ: July 31, 2026, HYDB: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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; HYDB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IBTJ | HYDB |
|---|---|---|
| Bank of America Corp. | $59.8M | $68.0M |
| Morgan Stanley | $74.7M | $31.4M |
| LPL Financial LLC | $13.9M | $73.4M |
| Ameriprise Financial Inc. | $22.5M | $34.7M |
| Envestnet Asset Management Inc. | $28.0M | $23.6M |
| Raymond James Financial Inc. | $31.1M | $9.5M |
| Wells Fargo & Company | $38.2M | $40 |
| Apollon Wealth Management, LLC | $218K | $32.3M |
| BlackRock, Inc. | $26.4M | $15K |
| UBS Group AG | $20.3M | $3.7M |
| Integrated Wealth Concepts LLC | $19.9M | $250K |
| Osaic Holdings, Inc. | $6.3M | $13.1M |
| Commonwealth Equity Services, LLC | $17.1M | $2.1M |
| Arax Advisory Partners | $16.9M | $406K |
| Cetera Investment Advisers | $2.8M | $11.5M |
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, HYDB institutional holders.
Frequently asked questions
How much do IBTJ and HYDB overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBTJ as of July 31, 2026 and HYDB as of May 31, 2026.
Do institutions hold both IBTJ and HYDB?
57 Form 13F filers report positions in both, out of 353 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%.