IBTL vs CSHI overlap
IBTL and CSHI 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: IBTL, SEC Form N-PORT, July 31, 2026; CSHI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IBTL | CSHI |
|---|---|---|
| Wells Fargo & Company | $51.4M | $38 |
| LPL Financial LLC | $1.9M | $34.1M |
| UBS Group AG | $4.5M | $26.4M |
| NewEdge Advisors, LLC | $13.7M | $8.1M |
| Commonwealth Equity Services, LLC | $639K | $20.4M |
| Envestnet Asset Management Inc. | $18.0M | $748K |
| Krilogy Financial LLC | $15.2M | $251K |
| Morgan Stanley | $14.8M | $63 |
| Mercer Global Advisors Inc. | $9.8M | $1.7M |
| HighTower Advisors, LLC | $8.1M | $2.1M |
| Stifel Financial Corp. | $3.2M | $5.2M |
| Royal Bank of Canada | $5.1M | $5K |
| Parallel Advisors, LLC | $4.3M | $6K |
| Integrated Wealth Concepts LLC | $2.7M | $577K |
| Cambridge Investment Research Advisors, Inc. | $434K | $2.6M |
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: IBTL institutional holders, CSHI institutional holders.
Frequently asked questions
How much do IBTL and CSHI overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBTL as of July 31, 2026 and CSHI as of June 30, 2026.
Do institutions hold both IBTL and CSHI?
27 Form 13F filers report positions in both, out of 234 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%.