IBTQ vs GTOQ overlap

IBTQ and GTOQ overlap 0.0% by weight, across 0 shared holdings.

IBTQGTOQ

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

IBTQ0.0% of the fund is in shared holdings, of 4

GTOQ0.0% of the fund is in shared holdings, of 466

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; GTOQ, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 58 holding any

IBTQ9.3% of its 13F dollars, 10.4% of its 48 holders

GTOQ2.0% of its 13F dollars, 33.3% of its 15 holders

Largest institutions holding both

Firm	IBTQ	GTOQ
LPL Financial LLC	$7.5M	$3.2M
Morgan Stanley	$5.0M	$25
UBS Group AG	$3.4M	$38K
Osaic Holdings, Inc.	$25K	$141K
AE Wealth Management LLC	$22K	$18K

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, GTOQ institutional holders.

Frequently asked questions

How much do IBTQ and GTOQ overlap?

0.0% by weight, with 0 holdings in common, using holdings for IBTQ as of July 31, 2026 and GTOQ as of July 31, 2026.

Do institutions hold both IBTQ and GTOQ?

5 Form 13F filers report positions in both, out of 58 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%.