PICB vs IBTO overlap
PICB and IBTO 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; IBTO, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PICB | IBTO |
|---|---|---|
| Morgan Stanley | $7.3M | $25.4M |
| Wells Fargo & Company | $11.3M | $7.9M |
| Envestnet Asset Management Inc. | $927K | $15.8M |
| LPL Financial LLC | $10.7M | $1.2M |
| Cetera Investment Advisers | $389K | $10.0M |
| Stifel Financial Corp. | $3.1M | $3.0M |
| UBS Group AG | $539K | $4.3M |
| Bank of America Corp. | $719K | $3.7M |
| Royal Bank of Canada | $472K | $3.2M |
| Private Advisor Group, LLC | $1.8M | $215K |
| Captrust Financial Advisors | $526K | $367K |
| Osaic Holdings, Inc. | $542K | $120K |
| Integrated Wealth Concepts LLC | $96K | $380K |
| Rockefeller Capital Management L.P. | $281K | $33K |
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, IBTO institutional holders.
Frequently asked questions
How much do PICB and IBTO overlap?
0.0% by weight, with 0 holdings in common, using holdings for PICB as of July 31, 2026 and IBTO as of July 31, 2026.
Do institutions hold both PICB and IBTO?
14 Form 13F filers report positions in both, out of 138 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%.