UBND vs IBTG overlap
UBND and IBTG 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: UBND, SEC Form N-PORT, June 30, 2026; IBTG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | UBND | IBTG |
|---|---|---|
| Merit Financial Group, LLC | $143.7M | $1.1M |
| Northwestern Mutual Wealth Management Co | $58.0M | $16.7M |
| Wells Fargo & Company | $8.9M | $54.8M |
| LPL Financial LLC | $5.9M | $57.3M |
| Osaic Holdings, Inc. | $45.3M | $16.3M |
| Arax Advisory Partners | $11.7M | $35.2M |
| Truist Financial Corp. | $40.0M | $205K |
| Raymond James Financial Inc. | $5.6M | $31.7M |
| Envestnet Asset Management Inc. | $4.9M | $32.3M |
| OneAscent Financial Services LLC | $519K | $20.9M |
| Goldman Sachs Group Inc. | $9.3M | $3.6M |
| JPMorgan Chase & Co | $204K | $11.7M |
| Jane Street Group, LLC | $916K | $7.8M |
| Ameriprise Financial Inc. | $950K | $7.6M |
| Fiduciary Financial Advisors | $8.2M | $117K |
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: UBND institutional holders, IBTG institutional holders.
Frequently asked questions
How much do UBND and IBTG overlap?
0.0% by weight, with 0 holdings in common, using holdings for UBND as of June 30, 2026 and IBTG as of July 31, 2026.
Do institutions hold both UBND and IBTG?
21 Form 13F filers report positions in both, out of 349 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%.