IBTR vs AAAC overlap

IBTR and AAAC overlap 0.0% by weight, across 0 shared holdings.

IBTRAAAC

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

IBTR0.0% of the fund is in shared holdings, of 3

AAAC0.0% of the fund is in shared holdings, of 36

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: IBTR, SEC Form N-PORT, July 31, 2026; AAAC, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 13 holding any

IBTR7.5% of its 13F dollars, 18.2% of its 11 holders

AAAC32.3% of its 13F dollars, 50.0% of its 4 holders

Largest institutions holding both

Firm	IBTR	AAAC
UBS Group AG	$14K	$2.0M
Royal Bank of Canada	$662K	$858K

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: IBTR institutional holders, AAAC institutional holders.

Frequently asked questions

How much do IBTR and AAAC overlap?

0.0% by weight, with 0 holdings in common, using holdings for IBTR as of July 31, 2026 and AAAC as of June 30, 2026.

Do institutions hold both IBTR and AAAC?

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