UBND vs IGLB overlap
UBND and IGLB overlap 1.4% by weight, across 63 shared holdings.
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Top shared holdings
| Holding | UBND | IGLB | Overlap |
|---|---|---|---|
| META PlatformsMETA | 0.08% | 0.16% | 0.08% |
| META Platforms | 0.11% | 0.06% | 0.06% |
| Salesforce Inc. | 0.15% | 0.05% | 0.05% |
| Kraft Foods GROU | 0.10% | 0.05% | 0.05% |
| Alphabet Inc.GOOGL | 0.04% | 0.12% | 0.04% |
| Charter COMM OPT | 0.08% | 0.04% | 0.04% |
| Oracle Corp. | 0.04% | 0.08% | 0.04% |
| CVS Health Corp. | 0.04% | 0.19% | 0.04% |
| HCA Inc. | 0.06% | 0.04% | 0.04% |
| Northwestern MUT | 0.04% | 0.04% | 0.04% |
| Arthur J Gallagh | 0.04% | 0.05% | 0.04% |
| UBS Group AG | 0.04% | 0.06% | 0.04% |
| New York Life | 0.10% | 0.04% | 0.04% |
| IBM Corp. | 0.03% | 0.07% | 0.03% |
| Salesforce.COM | 0.12% | 0.03% | 0.03% |
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; IGLB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | UBND | IGLB |
|---|---|---|
| Envestnet Asset Management Inc. | $4.9M | $112.9M |
| Assetmark, Inc. | $608 | $77.8M |
| LPL Financial LLC | $5.9M | $62.7M |
| Northwestern Mutual Wealth Management Co | $58.0M | $9.6M |
| Osaic Holdings, Inc. | $45.3M | $19.4M |
| Raymond James Financial Inc. | $5.6M | $45.0M |
| Truist Financial Corp. | $40.0M | $6.1M |
| Wells Fargo & Company | $8.9M | $31.4M |
| Ameriprise Financial Inc. | $950K | $31.9M |
| JPMorgan Chase & Co | $204K | $18.7M |
| Goldman Sachs Group Inc. | $9.3M | $3.0M |
| Fiduciary Financial Advisors | $8.2M | $15K |
| Citadel Advisors LLC | $939K | $3.8M |
| Jane Street Group, LLC | $916K | $3.4M |
| LexAurum Advisors, LLC | $685K | $1.3M |
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, IGLB institutional holders.
Frequently asked questions
How much do UBND and IGLB overlap?
1.4% by weight, with 63 holdings in common, using holdings for UBND as of June 30, 2026 and IGLB as of May 31, 2026. The largest shared position is META.
Do institutions hold both UBND and IGLB?
20 Form 13F filers report positions in both, out of 248 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%.