PTBD vs IBID overlap
PTBD and IBID 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: PTBD, SEC Form N-PORT, July 31, 2026; IBID, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PTBD | IBID |
|---|---|---|
| Raymond James Financial Inc. | $2.4M | $14.2M |
| LPL Financial LLC | $5.9M | $6.5M |
| Osaic Holdings, Inc. | $377K | $2.1M |
| Commonwealth Equity Services, LLC | $319K | $350K |
| Farther Finance Advisors, LLC | $344K | $30K |
| Integrated Wealth Concepts LLC | $1K | $35K |
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: PTBD institutional holders, IBID institutional holders.
Frequently asked questions
How much do PTBD and IBID overlap?
0.0% by weight, with 0 holdings in common, using holdings for PTBD as of July 31, 2026 and IBID as of July 31, 2026.
Do institutions hold both PTBD and IBID?
6 Form 13F filers report positions in both, out of 77 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%.