UMI vs IBMR overlap
UMI and IBMR 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: UMI, SEC Form N-PORT, June 30, 2026; IBMR, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | UMI | IBMR |
|---|---|---|
| HighTower Advisors, LLC | $351.0M | $18.7M |
| Mercer Global Advisors Inc. | $345K | $44.2M |
| LPL Financial LLC | $3.2M | $7.1M |
| Envestnet Asset Management Inc. | $3.5M | $6.7M |
| Morgan Stanley | $914K | $5.0M |
| MML Investors Services, LLC | $2.9M | $1.9M |
| Integrated Wealth Concepts LLC | $6K | $4.3M |
| Commonwealth Equity Services, LLC | $1.1M | $2.2M |
| Royal Bank of Canada | $351K | $2.9M |
| Atlantic Union Bankshares Corp | $65K | $1.9M |
| Osaic Holdings, Inc. | $779K | $1.1M |
| Dynamic Advisor Solutions LLC | $982K | $212K |
| Creative Planning | $365K | $670K |
| Rockefeller Capital Management L.P. | $6K | $831K |
| Harbour Investments, Inc. | $209K | $68K |
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: UMI institutional holders, IBMR institutional holders.
Frequently asked questions
How much do UMI and IBMR overlap?
0.0% by weight, with 0 holdings in common, using holdings for UMI as of June 30, 2026 and IBMR as of July 31, 2026.
Do institutions hold both UMI and IBMR?
17 Form 13F filers report positions in both, out of 178 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%.