UYLD vs IBTJ overlap
UYLD and IBTJ 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: UYLD, SEC Form N-PORT, July 31, 2026; IBTJ, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | UYLD | IBTJ |
|---|---|---|
| Morgan Stanley | $138K | $74.7M |
| UBS Group AG | $46.0M | $20.3M |
| Wells Fargo & Company | $24.9M | $38.2M |
| Focus Partners Wealth | $54.4M | $202K |
| Raymond James Financial Inc. | $21.1M | $31.1M |
| Osaic Holdings, Inc. | $41.9M | $6.3M |
| LPL Financial LLC | $16.7M | $13.9M |
| Envestnet Asset Management Inc. | $812K | $28.0M |
| Janney Montgomery Scott LLC | $15.6M | $5.7M |
| Stifel Financial Corp. | $15.1M | $6.0M |
| Commonwealth Equity Services, LLC | $1.8M | $17.1M |
| Stratos Wealth Partners, LTD. | $505K | $11.5M |
| NewEdge Advisors, LLC | $108K | $10.8M |
| Kestra Advisory Services, LLC | $9.3M | $452K |
| Northwestern Mutual Wealth Management Co | $291K | $7.0M |
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: UYLD institutional holders, IBTJ institutional holders.
Frequently asked questions
How much do UYLD and IBTJ overlap?
0.0% by weight, with 0 holdings in common, using holdings for UYLD as of July 31, 2026 and IBTJ as of July 31, 2026.
Do institutions hold both UYLD and IBTJ?
27 Form 13F filers report positions in both, out of 285 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%.