UBND vs IBTH overlap
UBND and IBTH 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; IBTH, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | UBND | IBTH |
|---|---|---|
| Merit Financial Group, LLC | $143.7M | $15.9M |
| Northwestern Mutual Wealth Management Co | $58.0M | $13.1M |
| Osaic Holdings, Inc. | $45.3M | $14.3M |
| Wells Fargo & Company | $8.9M | $44.6M |
| Envestnet Asset Management Inc. | $4.9M | $45.3M |
| LPL Financial LLC | $5.9M | $43.0M |
| Arax Advisory Partners | $11.7M | $34.9M |
| Truist Financial Corp. | $40.0M | $5.4M |
| Raymond James Financial Inc. | $5.6M | $39.6M |
| OneAscent Financial Services LLC | $519K | $18.5M |
| Fiduciary Financial Advisors | $8.2M | $140K |
| Ameriprise Financial Inc. | $950K | $7.3M |
| OneDigital Investment Advisors LLC | $4.4M | $369K |
| Steward Partners Investment Advisory, LLC | $276K | $638K |
| Harbour Investments, Inc. | $28K | $629K |
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, IBTH institutional holders.
Frequently asked questions
How much do UBND and IBTH overlap?
0.0% by weight, with 0 holdings in common, using holdings for UBND as of June 30, 2026 and IBTH as of July 31, 2026.
Do institutions hold both UBND and IBTH?
19 Form 13F filers report positions in both, out of 344 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%.