TFI vs IBDT overlap
TFI 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: TFI, SEC Form N-PORT, June 30, 2026; IBDT, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | TFI | IBDT |
|---|---|---|
| Bank of America Corp. | $404.3M | $240.5M |
| Betterment LLC | $505.2M | $241K |
| Northwestern Mutual Wealth Management Co | $266.3M | $13.5M |
| Morgan Stanley | $112.2M | $121.7M |
| UBS Group AG | $115.7M | $95.2M |
| LPL Financial LLC | $81.7M | $73.1M |
| Envestnet Asset Management Inc. | $134.5M | $9.3M |
| Mercer Global Advisors Inc. | $907K | $139.7M |
| Raymond James Financial Inc. | $53.7M | $83.7M |
| Wells Fargo & Company | $46.0M | $41.0M |
| Bank of Montreal | $70.5M | $15K |
| HighTower Advisors, LLC | $8.7M | $46.0M |
| Stifel Financial Corp. | $27.0M | $27.0M |
| JPMorgan Chase & Co | $51.0M | $2.5M |
| Ameriprise Financial Inc. | $5.6M | $43.4M |
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: TFI institutional holders, IBDT institutional holders.
Frequently asked questions
How much do TFI and IBDT overlap?
0.0% by weight, with 0 holdings in common, using holdings for TFI as of June 30, 2026 and IBDT as of July 31, 2026.
Do institutions hold both TFI and IBDT?
108 Form 13F filers report positions in both, out of 663 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%.