INCE vs IBHJ overlap
INCE and IBHJ 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: INCE, SEC Form N-PORT, June 30, 2026; IBHJ, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | INCE | IBHJ |
|---|---|---|
| LPL Financial LLC | $31.2M | $3.5M |
| Raymond James Financial Inc. | $13.2M | $509K |
| Osaic Holdings, Inc. | $7.6M | $285K |
| Bank of America Corp. | $289K | $2.6M |
| Cetera Investment Advisers | $1.6M | $446K |
| Morgan Stanley | $4K | $1.9M |
| Commonwealth Equity Services, LLC | $794K | $995K |
| Royal Bank of Canada | $637K | $422K |
| Wells Fargo & Company | $2 | $298K |
| Harbour Investments, Inc. | $131K | $2K |
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: INCE institutional holders, IBHJ institutional holders.
Frequently asked questions
How much do INCE and IBHJ overlap?
0.0% by weight, with 0 holdings in common, using holdings for INCE as of June 30, 2026 and IBHJ as of July 31, 2026.
Do institutions hold both INCE and IBHJ?
10 Form 13F filers report positions in both, out of 86 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%.