JHMB vs IBTQ overlap
JHMB and IBTQ 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: JHMB, SEC Form N-PORT, June 30, 2026; IBTQ, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JHMB | IBTQ |
|---|---|---|
| HighTower Advisors, LLC | $44.5M | $261K |
| LPL Financial LLC | $29.6M | $7.5M |
| Private Advisor Group, LLC | $16.6M | $280K |
| Commonwealth Equity Services, LLC | $7.4M | $353K |
| Morgan Stanley | $22K | $5.0M |
| Raymond James Financial Inc. | $2.4M | $1.1M |
| Envestnet Asset Management Inc. | $441K | $3.0M |
| Cetera Investment Advisers | $388K | $913K |
| Osaic Holdings, Inc. | $551K | $25K |
| International Assets Investment Management, LLC | $22K | $24K |
| AE Wealth Management LLC | $9K | $22K |
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: JHMB institutional holders, IBTQ institutional holders.
Frequently asked questions
How much do JHMB and IBTQ overlap?
0.0% by weight, with 0 holdings in common, using holdings for JHMB as of June 30, 2026 and IBTQ as of July 31, 2026.
Do institutions hold both JHMB and IBTQ?
11 Form 13F filers report positions in both, out of 73 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%.