LMUB vs IBDW overlap
LMUB and IBDW overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (LMUB: May 31, 2026, IBDW: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: LMUB, SEC Form N-PORT, May 31, 2026; IBDW, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | LMUB | IBDW |
|---|---|---|
| Envestnet Asset Management Inc. | $660.1M | $7.4M |
| LPL Financial LLC | $340.0M | $15.1M |
| Morgan Stanley | $83.5M | $101.5M |
| Aptus Capital Advisors, LLC | $158K | $156.8M |
| JPMorgan Chase & Co | $143.2M | $103K |
| MML Investors Services, LLC | $77.7M | $215K |
| Raymond James Financial Inc. | $213K | $72.8M |
| HighTower Advisors, LLC | $3.5M | $63.6M |
| Cetera Investment Advisers | $61.4M | $4.0M |
| Park Avenue Securities LLC | $59.6M | $1.4M |
| Wells Fargo & Company | $15K | $48.6M |
| Royal Bank of Canada | $122K | $42.9M |
| Mercer Global Advisors Inc. | $1.9M | $39.4M |
| Sanctuary Advisors, LLC | $26.3M | $4.9M |
| BlackRock, Inc. | $13.1M | $17.0M |
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: LMUB institutional holders, IBDW institutional holders.
Frequently asked questions
How much do LMUB and IBDW overlap?
0.0% by weight, with 0 holdings in common, using holdings for LMUB as of May 31, 2026 and IBDW as of July 31, 2026.
Do institutions hold both LMUB and IBDW?
51 Form 13F filers report positions in both, out of 423 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%.