IBTP vs BSMQ overlap
IBTP and BSMQ overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IBTP: July 31, 2026, BSMQ: 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: IBTP, SEC Form N-PORT, July 31, 2026; BSMQ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IBTP | BSMQ |
|---|---|---|
| Atlantic Union Bankshares Corp | $46.9M | $5.2M |
| Stifel Financial Corp. | $19.9M | $1.8M |
| Wells Fargo & Company | $528K | $12.9M |
| LPL Financial LLC | $974K | $10.9M |
| Bank of America Corp. | $1.3M | $9.8M |
| Morgan Stanley | $4.7M | $5.8M |
| UBS Group AG | $3.4M | $4.5M |
| Commonwealth Equity Services, LLC | $5.3M | $2.4M |
| Ameriprise Financial Inc. | $4.4M | $2.9M |
| Envestnet Asset Management Inc. | $2.9M | $4.2M |
| HighTower Advisors, LLC | $2.7M | $3.7M |
| Integrated Wealth Concepts LLC | $67K | $6.1M |
| Raymond James Financial Inc. | $2.0M | $3.9M |
| Osaic Holdings, Inc. | $72K | $5.2M |
| Asset Dedication, LLC | $30K | $4.9M |
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: IBTP institutional holders, BSMQ institutional holders.
Frequently asked questions
How much do IBTP and BSMQ overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBTP as of July 31, 2026 and BSMQ as of May 31, 2026.
Do institutions hold both IBTP and BSMQ?
26 Form 13F filers report positions in both, out of 176 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%.