ROE vs IMTB overlap
ROE 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: ROE, SEC Form N-PORT, May 29, 2026; IMTB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | ROE | IMTB |
|---|---|---|
| Wells Fargo & Company | $25.6M | $1 |
| Envestnet Asset Management Inc. | $11.5M | $778K |
| LPL Financial LLC | $1.9M | $7.6M |
| UBS Group AG | $57K | $6.3M |
| JPMorgan Chase & Co | $175K | $4.3M |
| Osaic Holdings, Inc. | $52K | $1.7M |
| Royal Bank of Canada | $15K | $1.4M |
| Lanark Financial, Inc. | $746K | $39K |
| Harbour Investments, Inc. | $4K | $2K |
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: ROE institutional holders, IMTB institutional holders.
Frequently asked questions
How much do ROE and IMTB overlap?
0.0% by weight, with 0 holdings in common, using holdings for ROE as of May 29, 2026 and IMTB as of May 31, 2026.
Do institutions hold both ROE and IMTB?
9 Form 13F filers report positions in both, out of 126 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%.