SHYM vs IBMO overlap
40 institutions report holding both SHYM and IBMO.
SHYMIBMO
Pick 2 to 4 ETFs.
We don’t have holdings for SHYM. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
40
institutions report holding both, of 291 holding any
SHYM38.1% of its 13F dollars, 26.7% of its 150 holders
IBMO23.8% of its 13F dollars, 22.1% of its 181 holders
Largest institutions holding both
| Firm | SHYM | IBMO |
|---|---|---|
| LPL Financial LLC | $59.1M | $9.9M |
| Commonwealth Equity Services, LLC | $29.7M | $3.8M |
| Envestnet Asset Management Inc. | $17.1M | $4.9M |
| Osaic Holdings, Inc. | $18.8M | $1.4M |
| NewEdge Advisors, LLC | $847K | $18.8M |
| Integrated Wealth Concepts LLC | $367K | $14.4M |
| HighTower Advisors, LLC | $8.3M | $6.3M |
| Wells Fargo & Company | $7 | $11.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | $3.5M | $6.9M |
| Cambridge Investment Research Advisors, Inc. | $8.8M | $1.6M |
| Morgan Stanley | $33 | $9.4M |
| United Capital Financial Advisors, LLC | $2.2M | $4.7M |
| Trust Co | $6.4M | $301K |
| IHT Wealth Management, LLC | $3.5M | $2.0M |
| Cetera Investment Advisers | $2.4M | $2.4M |
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: SHYM institutional holders, IBMO institutional holders.
Frequently asked questions
Do institutions hold both SHYM and IBMO?
40 Form 13F filers report positions in both, out of 291 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%.