MEDI vs IBLC overlap

MEDI and IBLC overlap 0.0% by weight, across 0 shared holdings.

MEDIIBLC

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

MEDI0.0% of the fund is in shared holdings, of 44

IBLC0.0% of the fund is in shared holdings, of 41

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: MEDI, SEC Form N-PORT, July 31, 2026; IBLC, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 41 holding any

MEDI4.3% of its 13F dollars, 27.3% of its 11 holders

IBLC16.1% of its 13F dollars, 9.1% of its 33 holders

Largest institutions holding both

Firm	MEDI	IBLC
Osaic Holdings, Inc.	$744K	$1.5M
Steward Partners Investment Advisory, LLC	$11K	$1.7M
Susquehanna International Group, LLP	$379K	$1.0M

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: MEDI institutional holders, IBLC institutional holders.

Frequently asked questions

How much do MEDI and IBLC overlap?

0.0% by weight, with 0 holdings in common, using holdings for MEDI as of July 31, 2026 and IBLC as of June 30, 2026.

Do institutions hold both MEDI and IBLC?

3 Form 13F filers report positions in both, out of 41 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%.