ITM vs BKAG overlap
ITM and BKAG 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: ITM, SEC Form N-PORT, July 31, 2026; BKAG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | ITM | BKAG |
|---|---|---|
| Bank of America Corp. | $796.8M | $102.6M |
| Bank of New York Mellon Corp | $1.6M | $264.1M |
| Northwestern Mutual Wealth Management Co | $174.7M | $79K |
| LPL Financial LLC | $113.1M | $7.2M |
| Envestnet Asset Management Inc. | $63.8M | $4.4M |
| Integrated Wealth Concepts LLC | $395K | $66.9M |
| Aptus Capital Advisors, LLC | $78K | $47.7M |
| Wells Fargo & Company | $40.5M | $425K |
| Morgan Stanley | $26.3M | $10.0M |
| FMR LLC | $34.5M | $271K |
| Wealthspire Advisors, LLC | $726K | $28.4M |
| JPMorgan Chase & Co | $23.5M | $3.5M |
| Royal Bank of Canada | $4.8M | $20.6M |
| Cetera Investment Advisers | $15.4M | $2.3M |
| UBS Group AG | $13.1M | $136K |
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: ITM institutional holders, BKAG institutional holders.
Frequently asked questions
How much do ITM and BKAG overlap?
0.0% by weight, with 0 holdings in common, using holdings for ITM as of July 31, 2026 and BKAG as of July 31, 2026.
Do institutions hold both ITM and BKAG?
38 Form 13F filers report positions in both, out of 262 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%.