IMTM vs EFAV overlap
IMTM and EFAV overlap 24.8% by weight, across 103 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | IMTM | EFAV | Overlap |
|---|---|---|---|
| Shell PLCSHELL | 1.58% | 1.51% | 1.51% |
| Novartis AG-REGNOVN | 1.91% | 1.41% | 1.41% |
| Iberdrola SAIBE | 1.39% | 1.53% | 1.39% |
| Totalenergies SETTE | 1.73% | 1.38% | 1.38% |
| DBS Group HldgsDBS | 0.85% | 1.45% | 0.85% |
| OCBC BankOCBC | 0.78% | 1.34% | 0.78% |
| Astrazeneca PLCAZN | 1.30% | 0.67% | 0.67% |
| BP PLCBP/ | 0.81% | 0.66% | 0.66% |
| BRIT AMER TobaccBATS | 0.81% | 0.66% | 0.66% |
| ENI SpaENI | 0.59% | 1.46% | 0.59% |
| Fast Retailing9983 | 0.57% | 0.65% | 0.57% |
| GSK PLCGSK | 0.62% | 0.52% | 0.52% |
| Mitsubishi Corp.8058 | 0.91% | 0.48% | 0.48% |
| BAE Systems PLCBAESF | 0.46% | 0.78% | 0.46% |
| Caixabank SACABK | 0.44% | 0.47% | 0.44% |
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; EFAV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IMTM | EFAV |
|---|---|---|
| Mercer Global Advisors Inc. | $1.4B | $33.5M |
| Wealth Enhancement Advisory Services, LLC | $703.5M | $5.5M |
| FMR LLC | $40.3M | $641.7M |
| Bank of America Corp. | $39.7M | $320.2M |
| BlackRock, Inc. | $9.3M | $320.1M |
| Morgan Stanley | $82.9M | $231.1M |
| Northwestern Mutual Wealth Management Co | $62.2M | $96.4M |
| Envestnet Asset Management Inc. | $35.9M | $90.9M |
| LPL Financial LLC | $24.4M | $81.8M |
| UBS Group AG | $35.1M | $59.9M |
| Ameriprise Financial Inc. | $40.7M | $50.5M |
| Cambridge Investment Research Advisors, Inc. | $6.3M | $77.0M |
| Symmetry Partners, LLC | $50.6M | $13.7M |
| Raymond James Financial Inc. | $3.1M | $55.8M |
| Wells Fargo & Company | $64K | $57.1M |
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, EFAV institutional holders.
Frequently asked questions
How much do IMTM and EFAV overlap?
24.8% by weight, with 103 holdings in common, using holdings for IMTM as of July 31, 2026 and EFAV as of July 31, 2026. The largest shared position is SHELL.
Do institutions hold both IMTM and EFAV?
122 Form 13F filers report positions in both, out of 642 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%.