RBIL vs IBIE overlap
RBIL and IBIE overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (RBIL: May 31, 2026, IBIE: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: RBIL, SEC Form N-PORT, May 31, 2026; IBIE, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RBIL | IBIE |
|---|---|---|
| Raymond James Financial Inc. | $3.1M | $13.5M |
| Goldman Sachs Group Inc. | $3.8M | $506K |
| LPL Financial LLC | $2.4M | $457K |
| Susquehanna International Group, LLP | $2.4M | $257K |
| Integrated Wealth Concepts LLC | $1.1M | $35K |
| Steward Partners Investment Advisory, LLC | $550K | $18K |
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: RBIL institutional holders, IBIE institutional holders.
Frequently asked questions
How much do RBIL and IBIE overlap?
0.0% by weight, with 0 holdings in common, using holdings for RBIL as of May 31, 2026 and IBIE as of July 31, 2026.
Do institutions hold both RBIL and IBIE?
6 Form 13F filers report positions in both, out of 68 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%.