IBTM vs EPOL overlap
IBTM and EPOL overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IBTM: July 31, 2026, EPOL: 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: IBTM, SEC Form N-PORT, July 31, 2026; EPOL, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IBTM | EPOL |
|---|---|---|
| Morgan Stanley | $20.1M | $18.5M |
| UBS Group AG | $22.2M | $9.2M |
| Bank of Montreal | $13K | $15.0M |
| LPL Financial LLC | $3.8M | $9.7M |
| Raymond James Financial Inc. | $12.1M | $1.2M |
| Wells Fargo & Company | $8.2M | $3.3M |
| Jane Street Group, LLC | $526K | $9.7M |
| Cambridge Investment Research Advisors, Inc. | $7.1M | $1.1M |
| HighTower Advisors, LLC | $6.8M | $382K |
| Bank of America Corp. | $4.6M | $2.2M |
| Royal Bank of Canada | $4.2M | $869K |
| Private Advisor Group, LLC | $1.2M | $3.4M |
| Goldman Sachs Group Inc. | $2.8M | $1.3M |
| Parallel Advisors, LLC | $4.0M | $49K |
| NewEdge Advisors, LLC | $3.6M | $4K |
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, EPOL institutional holders.
Frequently asked questions
How much do IBTM and EPOL overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBTM as of July 31, 2026 and EPOL as of May 31, 2026.
Do institutions hold both IBTM and EPOL?
25 Form 13F filers report positions in both, out of 192 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%.