IBTL vs IBMO overlap
IBTL and IBMO 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; IBMO, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IBTL | IBMO |
|---|---|---|
| Bank of America Corp. | $18.4M | $52.7M |
| Wells Fargo & Company | $51.4M | $11.8M |
| Mercer Global Advisors Inc. | $9.8M | $43.5M |
| NewEdge Advisors, LLC | $13.7M | $18.8M |
| BlackRock, Inc. | $26.4M | $4K |
| Morgan Stanley | $14.8M | $9.4M |
| Envestnet Asset Management Inc. | $18.0M | $4.9M |
| Confluence Investment Management LLC | $22.2M | $332K |
| Titleist Asset Management, LLC | $20.0M | $1.3M |
| Integrated Wealth Concepts LLC | $2.7M | $14.4M |
| US Bancorp | $35K | $16.7M |
| Ameriprise Financial Inc. | $13.2M | $1.6M |
| Lido Advisors, LLC | $240K | $14.2M |
| HighTower Advisors, LLC | $8.1M | $6.3M |
| Raymond James Financial Inc. | $9.0M | $4.5M |
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: IBTL institutional holders, IBMO institutional holders.
Frequently asked questions
How much do IBTL and IBMO overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBTL as of July 31, 2026 and IBMO as of July 31, 2026.
Do institutions hold both IBTL and IBMO?
65 Form 13F filers report positions in both, out of 249 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%.