PICB vs IBHI overlap
PICB and IBHI 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: PICB, SEC Form N-PORT, July 31, 2026; IBHI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PICB | IBHI |
|---|---|---|
| Morgan Stanley | $7.3M | $36.4M |
| LPL Financial LLC | $10.7M | $11.4M |
| Wells Fargo & Company | $11.3M | $3.1M |
| Bank of America Corp. | $719K | $10.4M |
| Envestnet Asset Management Inc. | $927K | $3.4M |
| Stifel Financial Corp. | $3.1M | $454K |
| Integrated Wealth Concepts LLC | $96K | $3.0M |
| Private Advisor Group, LLC | $1.8M | $349K |
| UBS Group AG | $539K | $1.0M |
| Royal Bank of Canada | $472K | $865K |
| Cerity Partners LLC | $1.0M | $242K |
| Cetera Investment Advisers | $389K | $743K |
| Osaic Holdings, Inc. | $542K | $494K |
| Thrivent Financial for Lutherans | $450K | $527K |
| Captrust Financial Advisors | $526K | $387K |
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: PICB institutional holders, IBHI institutional holders.
Frequently asked questions
How much do PICB and IBHI overlap?
0.0% by weight, with 0 holdings in common, using holdings for PICB as of July 31, 2026 and IBHI as of July 31, 2026.
Do institutions hold both PICB and IBHI?
17 Form 13F filers report positions in both, out of 145 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%.