SCMB vs IBDT overlap
SCMB and IBDT 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: SCMB, SEC Form N-PORT, June 30, 2026; IBDT, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SCMB | IBDT |
|---|---|---|
| Bank of America Corp. | $602.5M | $240.5M |
| Mercer Global Advisors Inc. | $1.1M | $139.7M |
| Morgan Stanley | $148K | $121.7M |
| Lido Advisors, LLC | $213K | $106.7M |
| Jones Financial Companies LLLP | $89.6M | $6.9M |
| UBS Group AG | $3K | $95.2M |
| Raymond James Financial Inc. | $3.8M | $83.7M |
| LPL Financial LLC | $3.8M | $73.1M |
| HighTower Advisors, LLC | $511K | $46.0M |
| Ameriprise Financial Inc. | $223K | $43.4M |
| Royal Bank of Canada | $1.1M | $42.3M |
| Wells Fargo & Company | $91K | $41.0M |
| Avidian Wealth Enterprises, LLC | $38.3M | $565K |
| Envestnet Asset Management Inc. | $22.2M | $9.3M |
| United Capital Financial Advisors, LLC | $23.4M | $6.8M |
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: SCMB institutional holders, IBDT institutional holders.
Frequently asked questions
How much do SCMB and IBDT overlap?
0.0% by weight, with 0 holdings in common, using holdings for SCMB as of June 30, 2026 and IBDT as of July 31, 2026.
Do institutions hold both SCMB and IBDT?
77 Form 13F filers report positions in both, out of 554 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%.