OVL vs IMTB overlap
OVL and IMTB 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: OVL, SEC Form N-PORT, May 31, 2026; IMTB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | OVL | IMTB |
|---|---|---|
| Mariner, LLC | $507K | $58.5M |
| Envestnet Asset Management Inc. | $17.2M | $778K |
| Raymond James Financial Inc. | $12.8M | $3.3M |
| LPL Financial LLC | $4.1M | $7.6M |
| JPMorgan Chase & Co | $4.9M | $4.3M |
| UBS Group AG | $24K | $6.3M |
| Royal Bank of Canada | $4.4M | $1.4M |
| Morgan Stanley | $97K | $5.5M |
| Osaic Holdings, Inc. | $425K | $1.7M |
| Smartleaf Asset Management LLC | $2.0M | $3K |
| Wells Fargo & Company | $859K | $1 |
| Lanark Financial, Inc. | $785K | $39K |
| Bank of Montreal | $41K | $212K |
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: OVL institutional holders, IMTB institutional holders.
Frequently asked questions
How much do OVL and IMTB overlap?
0.0% by weight, with 0 holdings in common, using holdings for OVL as of May 31, 2026 and IMTB as of May 31, 2026.
Do institutions hold both OVL and IMTB?
13 Form 13F filers report positions in both, out of 99 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%.