TUA vs IBMP overlap
TUA and IBMP 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: TUA, SEC Form N-PORT, June 30, 2026; IBMP, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | TUA | IBMP |
|---|---|---|
| HighTower Advisors, LLC | $34.9M | $14.0M |
| Wells Fargo & Company | $14 | $27.0M |
| LPL Financial LLC | $8.8M | $13.3M |
| US Bancorp | $18K | $18.9M |
| UBS Group AG | $2K | $10.5M |
| Morgan Stanley | $11K | $9.9M |
| Integrated Wealth Concepts LLC | $5K | $7.8M |
| Envestnet Asset Management Inc. | $1.8M | $5.1M |
| Northwestern Mutual Wealth Management Co | $7K | $5.3M |
| Commonwealth Equity Services, LLC | $369K | $4.4M |
| Royal Bank of Canada | $1.6M | $3.0M |
| Citadel Advisors LLC | $2.9M | $317K |
| Osaic Holdings, Inc. | $260K | $2.2M |
| Steward Partners Investment Advisory, LLC | $3K | $1.1M |
| Farther Finance Advisors, LLC | $470K | $196K |
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: TUA institutional holders, IBMP institutional holders.
Frequently asked questions
How much do TUA and IBMP overlap?
0.0% by weight, with 0 holdings in common, using holdings for TUA as of June 30, 2026 and IBMP as of July 31, 2026.
Do institutions hold both TUA and IBMP?
19 Form 13F filers report positions in both, out of 259 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%.