IBTQ vs CVSB overlap
IBTQ and CVSB 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: IBTQ, SEC Form N-PORT, July 31, 2026; CVSB, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IBTQ | CVSB |
|---|---|---|
| Morgan Stanley | $5.0M | $114.7M |
| LPL Financial LLC | $7.5M | $13.9M |
| Private Advisor Group, LLC | $280K | $3.8M |
| Commonwealth Equity Services, LLC | $353K | $3.3M |
| UBS Group AG | $3.4M | $6K |
| Envestnet Asset Management Inc. | $3.0M | $351K |
| Cetera Investment Advisers | $913K | $621K |
| Citadel Advisors LLC | $1.2M | $275K |
| Osaic Holdings, Inc. | $25K | $1.3M |
| Focus Partners Wealth | $215K | $285K |
| Fiduciary Financial Advisors | $84K | $99K |
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: IBTQ institutional holders, CVSB institutional holders.
Frequently asked questions
How much do IBTQ and CVSB overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBTQ as of July 31, 2026 and CVSB as of June 30, 2026.
Do institutions hold both IBTQ and CVSB?
11 Form 13F filers report positions in both, out of 86 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%.