MINO vs IBHF overlap
MINO and IBHF 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: MINO, SEC Form N-PORT, June 30, 2026; IBHF, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | MINO | IBHF |
|---|---|---|
| LPL Financial LLC | $60.8M | $50.5M |
| Morgan Stanley | $20.1M | $30.6M |
| Envestnet Asset Management Inc. | $39.0M | $374K |
| Raymond James Financial Inc. | $15.7M | $14.9M |
| Great Valley Advisor Group, Inc. | $26.4M | $683K |
| NewEdge Advisors, LLC | $20.9M | $5.6M |
| Wells Fargo & Company | $42K | $18.1M |
| Commonwealth Equity Services, LLC | $12.7M | $2.4M |
| Creative Financial Designs Inc. | $14.6M | $249K |
| Cetera Investment Advisers | $5.2M | $9.6M |
| Osaic Holdings, Inc. | $12.2M | $2.5M |
| Cambridge Investment Research Advisors, Inc. | $5.0M | $8.9M |
| Citadel Advisors LLC | $1.9M | $11.5M |
| Focus Partners Wealth | $13.1M | $291K |
| Integrated Wealth Concepts LLC | $370K | $10.6M |
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: MINO institutional holders, IBHF institutional holders.
Frequently asked questions
How much do MINO and IBHF overlap?
0.0% by weight, with 0 holdings in common, using holdings for MINO as of June 30, 2026 and IBHF as of July 31, 2026.
Do institutions hold both MINO and IBHF?
47 Form 13F filers report positions in both, out of 291 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%.