LTPZ vs IBCA overlap
LTPZ and IBCA 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: LTPZ, SEC Form N-PORT, June 30, 2026; IBCA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | LTPZ | IBCA |
|---|---|---|
| Morgan Stanley | $24.1M | $13.5M |
| CENTRAL TRUST Co | $37.3M | $19K |
| Bank of America Corp. | $1.4M | $24.0M |
| Wells Fargo & Company | $22.3M | $256K |
| HighTower Advisors, LLC | $7.0M | $10.3M |
| UBS Group AG | $2.8M | $5.8M |
| LPL Financial LLC | $4.7M | $2.2M |
| Lido Advisors, LLC | $288K | $6.4M |
| Osaic Holdings, Inc. | $6.5M | $58K |
| Envestnet Asset Management Inc. | $1.7M | $1.9M |
| Fiduciary Financial Advisors | $2.1M | $490K |
| Royal Bank of Canada | $214K | $2.1M |
| Rockefeller Capital Management L.P. | $1.2M | $84K |
| Cetera Investment Advisers | $437K | $568K |
| Atria Investments, Inc | $641K | $300K |
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: LTPZ institutional holders, IBCA institutional holders.
Frequently asked questions
How much do LTPZ and IBCA overlap?
0.0% by weight, with 0 holdings in common, using holdings for LTPZ as of June 30, 2026 and IBCA as of July 31, 2026.
Do institutions hold both LTPZ and IBCA?
20 Form 13F filers report positions in both, out of 172 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%.