IMTM vs DISV overlap
IMTM and DISV overlap 1.0% by weight, across 17 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | IMTM | DISV | Overlap |
|---|---|---|---|
| Swiss Prime -REGSPSN | 0.14% | 0.89% | 0.14% |
| Telecom Italia STIT | 0.13% | 0.15% | 0.13% |
| Helvetia BaloiseHBAN | 0.13% | 0.18% | 0.13% |
| Whitecap ResourcWCP | 0.13% | 0.60% | 0.13% |
| Altagas Ltd.ALA | 0.09% | 0.21% | 0.09% |
| AgeasAGS | 0.08% | 0.17% | 0.08% |
| Carrefour SACA | 0.06% | 0.76% | 0.06% |
| Acciona SAANA | 0.06% | 0.10% | 0.06% |
| Rexel SARXL | 0.05% | 0.07% | 0.05% |
| Schroders PLCSDR | 0.05% | 0.10% | 0.05% |
| Bank of IrelandBIRG | 0.14% | 0.04% | 0.04% |
| Banque Canto-REGBCVN | 0.04% | 0.15% | 0.04% |
| ASR Nederland NVASRNL | 0.07% | 0.02% | 0.02% |
| BPER Banca SpaBPE | 0.18% | 0.01% | 0.01% |
| EiffageFGR | 0.05% | 0.00% | 0.00% |
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: IMTM, SEC Form N-PORT, July 31, 2026; DISV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IMTM | DISV |
|---|---|---|
| Mercer Global Advisors Inc. | $1.4B | $33.1M |
| Wealth Enhancement Advisory Services, LLC | $703.5M | $18.9M |
| Focus Partners Wealth | $1.1M | $538.3M |
| Mather Group, LLC. | $7K | $209.1M |
| Ritholtz Wealth Management | $97.3M | $95.7M |
| Bank of America Corp. | $39.7M | $120.1M |
| UBS Group AG | $35.1M | $99.7M |
| Focus Partners Advisor Solutions, LLC | $2.8M | $125.2M |
| Savant Capital, LLC | $240K | $109.5M |
| Morgan Stanley | $82.9M | $1.2M |
| Envestnet Asset Management Inc. | $35.9M | $32.7M |
| Northwestern Mutual Wealth Management Co | $62.2M | $3.8M |
| Cerity Partners LLC | $681K | $63.9M |
| Integrated Wealth Concepts LLC | $27K | $56.7M |
| Mariner, LLC | $35.5M | $9.1M |
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: IMTM institutional holders, DISV institutional holders.
Frequently asked questions
How much do IMTM and DISV overlap?
1.0% by weight, with 17 holdings in common, using holdings for IMTM as of July 31, 2026 and DISV as of July 31, 2026. The largest shared position is SPSN.
Do institutions hold both IMTM and DISV?
96 Form 13F filers report positions in both, out of 608 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%.