IBTK vs FMHI overlap
IBTK and FMHI 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: IBTK, SEC Form N-PORT, July 31, 2026; FMHI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IBTK | FMHI |
|---|---|---|
| Wells Fargo & Company | $61.5M | $57.2M |
| Bank of America Corp. | $39.7M | $38.7M |
| Morgan Stanley | $9.4M | $68.3M |
| Wealth Enhancement Advisory Services, LLC | $1.2M | $72.7M |
| LPL Financial LLC | $7.7M | $56.5M |
| Mercer Global Advisors Inc. | $55.9M | $333K |
| Envestnet Asset Management Inc. | $27.0M | $4.5M |
| UBS Group AG | $13.0M | $18.3M |
| BlackRock, Inc. | $26.4M | $52K |
| MML Investors Services, LLC | $20.7M | $5.8M |
| Cetera Investment Advisers | $7.0M | $19.5M |
| NewEdge Advisors, LLC | $10.6M | $14.4M |
| Raymond James Financial Inc. | $8.3M | $14.9M |
| D.A. Davidson & Co. | $19.7M | $2.8M |
| Royal Bank of Canada | $9.7M | $10.4M |
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: IBTK institutional holders, FMHI institutional holders.
Frequently asked questions
How much do IBTK and FMHI overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBTK as of July 31, 2026 and FMHI as of July 31, 2026.
Do institutions hold both IBTK and FMHI?
48 Form 13F filers report positions in both, out of 315 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%.