TDTT vs IBDV overlap
TDTT and IBDV 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: TDTT, SEC Form N-PORT, July 31, 2026; IBDV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | TDTT | IBDV |
|---|---|---|
| Bank of America Corp. | $4.9M | $209.6M |
| Aptus Capital Advisors, LLC | $145K | $134.1M |
| Morgan Stanley | $23.8M | $97.5M |
| Raymond James Financial Inc. | $3.0M | $95.4M |
| Wells Fargo & Company | $19.6M | $65.8M |
| UBS Group AG | $449K | $66.0M |
| Royal Bank of Canada | $179K | $54.6M |
| Klingman & Associates, LLC | $6.3M | $37.4M |
| Envestnet Asset Management Inc. | $32.3M | $10.1M |
| LPL Financial LLC | $4.2M | $32.6M |
| NewEdge Advisors, LLC | $17K | $26.6M |
| US Bancorp | $19K | $26.1M |
| Stifel Financial Corp. | $263K | $23.8M |
| Cambridge Investment Research Advisors, Inc. | $1.5M | $18.0M |
| Valmark Advisers, Inc. | $11.6M | $3.4M |
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: TDTT institutional holders, IBDV institutional holders.
Frequently asked questions
How much do TDTT and IBDV overlap?
0.0% by weight, with 0 holdings in common, using holdings for TDTT as of July 31, 2026 and IBDV as of July 31, 2026.
Do institutions hold both TDTT and IBDV?
51 Form 13F filers report positions in both, out of 418 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%.