USMC vs ISTB overlap
USMC and ISTB 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: USMC, SEC Form N-PORT, June 30, 2026; ISTB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | USMC | ISTB |
|---|---|---|
| Envestnet Asset Management Inc. | $339.2M | $29.4M |
| Principal Securities, Inc. | $357.6M | $6.8M |
| Raymond James Financial Inc. | $47.1M | $116.8M |
| LPL Financial LLC | $79.3M | $41.1M |
| Wells Fargo & Company | $76.2M | $34.3M |
| Morgan Stanley | $51.3M | $54.0M |
| JPMorgan Chase & Co | $6.2M | $46.7M |
| UBS Group AG | $1.5M | $47.5M |
| Bank of America Corp. | $1.7M | $45.4M |
| Integrated Wealth Concepts LLC | $35.0M | $886K |
| Royal Bank of Canada | $5.6M | $26.2M |
| Cambridge Investment Research Advisors, Inc. | $6.1M | $18.3M |
| Osaic Holdings, Inc. | $15.6M | $8.5M |
| EP Wealth Advisors, LLC | $9.7M | $10.2M |
| NewEdge Advisors, LLC | $14.8M | $3.8M |
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: USMC institutional holders, ISTB institutional holders.
Frequently asked questions
How much do USMC and ISTB overlap?
0.0% by weight, with 0 holdings in common, using holdings for USMC as of June 30, 2026 and ISTB as of July 31, 2026.
Do institutions hold both USMC and ISTB?
53 Form 13F filers report positions in both, out of 430 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%.