ITM vs IBTG overlap
ITM and IBTG 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; IBTG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | ITM | IBTG |
|---|---|---|
| Bank of America Corp. | $796.8M | $98.5M |
| Northwestern Mutual Wealth Management Co | $174.7M | $16.7M |
| LPL Financial LLC | $113.1M | $57.3M |
| Morgan Stanley | $26.3M | $91.4M |
| Envestnet Asset Management Inc. | $63.8M | $32.3M |
| Wells Fargo & Company | $40.5M | $54.8M |
| Ameriprise Financial Inc. | $73.5M | $7.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | $49.6M | $23.4M |
| Integrated Wealth Concepts LLC | $395K | $64.7M |
| NewEdge Advisors, LLC | $23K | $61.8M |
| Mercer Global Advisors Inc. | $303K | $55.8M |
| UBS Group AG | $13.1M | $33.8M |
| United Capital Financial Advisors, LLC | $352K | $43.7M |
| Raymond James Financial Inc. | $7.0M | $31.7M |
| Arax Advisory Partners | $797K | $35.2M |
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, IBTG institutional holders.
Frequently asked questions
How much do ITM and IBTG overlap?
0.0% by weight, with 0 holdings in common, using holdings for ITM as of July 31, 2026 and IBTG as of July 31, 2026.
Do institutions hold both ITM and IBTG?
80 Form 13F filers report positions in both, out of 442 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%.