IBTM vs CMBS overlap
IBTM and CMBS 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: IBTM, SEC Form N-PORT, July 31, 2026; CMBS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IBTM | CMBS |
|---|---|---|
| UBS Group AG | $22.2M | $71.5M |
| Krilogy Financial LLC | $59.4M | $3.5M |
| Morgan Stanley | $20.1M | $13.2M |
| LPL Financial LLC | $3.8M | $20.7M |
| Raymond James Financial Inc. | $12.1M | $6.7M |
| Wells Fargo & Company | $8.2M | $9.2M |
| Bank of America Corp. | $4.6M | $7.5M |
| Ameriprise Financial Inc. | $7.4M | $4.3M |
| Envestnet Asset Management Inc. | $8.9M | $2.4M |
| Truist Financial Corp. | $10.2M | $260K |
| Cetera Investment Advisers | $1.5M | $7.9M |
| Cambridge Investment Research Advisors, Inc. | $7.1M | $1.0M |
| Osaic Holdings, Inc. | $372K | $5.9M |
| Royal Bank of Canada | $4.2M | $249K |
| Jane Street Group, LLC | $526K | $1.9M |
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: IBTM institutional holders, CMBS institutional holders.
Frequently asked questions
How much do IBTM and CMBS overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBTM as of July 31, 2026 and CMBS as of July 31, 2026.
Do institutions hold both IBTM and CMBS?
24 Form 13F filers report positions in both, out of 172 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%.