IBTP vs BSMS overlap
IBTP and BSMS overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IBTP: July 31, 2026, BSMS: 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; BSMS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IBTP | BSMS |
|---|---|---|
| Atlantic Union Bankshares Corp | $46.9M | $6.1M |
| Stifel Financial Corp. | $19.9M | $1.9M |
| Morgan Stanley | $4.7M | $10.1M |
| LPL Financial LLC | $974K | $12.3M |
| Raymond James Financial Inc. | $2.0M | $9.9M |
| Commonwealth Equity Services, LLC | $5.3M | $5.1M |
| Bank of America Corp. | $1.3M | $7.0M |
| UBS Group AG | $3.4M | $4.4M |
| HighTower Advisors, LLC | $2.7M | $4.0M |
| Envestnet Asset Management Inc. | $2.9M | $3.2M |
| Integrated Wealth Concepts LLC | $67K | $6.1M |
| Ameriprise Financial Inc. | $4.4M | $785K |
| Wells Fargo & Company | $528K | $3.8M |
| Osaic Holdings, Inc. | $72K | $4.0M |
| Royal Bank of Canada | $3.2M | $536K |
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, BSMS institutional holders.
Frequently asked questions
How much do IBTP and BSMS overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBTP as of July 31, 2026 and BSMS as of May 31, 2026.
Do institutions hold both IBTP and BSMS?
25 Form 13F filers report positions in both, out of 170 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%.