IMTB vs CDL overlap
IMTB and CDL 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: IMTB, SEC Form N-PORT, May 31, 2026; CDL, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IMTB | CDL |
|---|---|---|
| Morgan Stanley | $5.5M | $47.9M |
| Bank of America Corp. | $10.9M | $20.4M |
| LPL Financial LLC | $7.6M | $12.2M |
| Summit Financial, LLC | $3.5M | $8.3M |
| UBS Group AG | $6.3M | $1.4M |
| Raymond James Financial Inc. | $3.3M | $2.6M |
| Cambridge Investment Research Advisors, Inc. | $2.9M | $2.3M |
| JPMorgan Chase & Co | $4.3M | $36K |
| NewEdge Advisors, LLC | $236K | $3.4M |
| Susquehanna International Group, LLP | $377K | $2.9M |
| Royal Bank of Canada | $1.4M | $1.4M |
| Envestnet Asset Management Inc. | $778K | $1.7M |
| Wells Fargo & Company | $1 | $2.4M |
| Osaic Holdings, Inc. | $1.7M | $346K |
| Rockefeller Capital Management L.P. | $9K | $1.3M |
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: IMTB institutional holders, CDL institutional holders.
Frequently asked questions
How much do IMTB and CDL overlap?
0.0% by weight, with 0 holdings in common, using holdings for IMTB as of May 31, 2026 and CDL as of June 30, 2026.
Do institutions hold both IMTB and CDL?
19 Form 13F filers report positions in both, out of 110 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%.