SHM vs IBDU overlap
SHM and IBDU 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: SHM, SEC Form N-PORT, June 30, 2026; IBDU, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SHM | IBDU |
|---|---|---|
| Bank of America Corp. | $1.0B | $176.7M |
| Morgan Stanley | $94.5M | $150.3M |
| Wells Fargo & Company | $167.8M | $51.4M |
| Mercer Global Advisors Inc. | $67.9M | $134.1M |
| Northwestern Mutual Wealth Management Co | $150.8M | $13.2M |
| Aptus Capital Advisors, LLC | $272K | $150.5M |
| Envestnet Asset Management Inc. | $114.6M | $11.2M |
| Capital Advisors Inc. | $207K | $119.0M |
| LPL Financial LLC | $56.1M | $58.1M |
| UBS Group AG | $23.3M | $90.0M |
| Raymond James Financial Inc. | $13.4M | $83.4M |
| PNC Financial Services Group, Inc. | $79.1M | $428K |
| United Capital Financial Advisors, LLC | $65.1M | $6.4M |
| Royal Bank of Canada | $5.7M | $53.0M |
| Commonwealth Equity Services, LLC | $31.1M | $27.4M |
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: SHM institutional holders, IBDU institutional holders.
Frequently asked questions
How much do SHM and IBDU overlap?
0.0% by weight, with 0 holdings in common, using holdings for SHM as of June 30, 2026 and IBDU as of July 31, 2026.
Do institutions hold both SHM and IBDU?
99 Form 13F filers report positions in both, out of 683 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%.