WCBR vs IBUY overlap
WCBR and IBUY 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: WCBR, SEC Form N-PORT, June 30, 2026; IBUY, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | WCBR | IBUY |
|---|---|---|
| LPL Financial LLC | $2.2M | $4.0M |
| Flow Traders U.S. LLC | $251K | $2.4M |
| Raymond James Financial Inc. | $561K | $507K |
| Cetera Investment Advisers | $673K | $236K |
| Rockefeller Capital Management L.P. | $334K | $435K |
| Morgan Stanley | $4K | $557K |
| Osaic Holdings, Inc. | $210K | $285K |
| Signaturefd, LLC | $98K | $0 |
| Blue Bell Private Wealth Management, LLC | $14K | $49K |
| Harbour Investments, Inc. | $13K | $42K |
| NewEdge Advisors, LLC | $22K | $14K |
| Simplex Trading, LLC | $11K | $4K |
| FMR LLC | $11K | $3K |
| Federation des caisses Desjardins du Quebec | $2K | $4K |
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: WCBR institutional holders, IBUY institutional holders.
Frequently asked questions
How much do WCBR and IBUY overlap?
0.0% by weight, with 0 holdings in common, using holdings for WCBR as of June 30, 2026 and IBUY as of June 30, 2026.
Do institutions hold both WCBR and IBUY?
14 Form 13F filers report positions in both, out of 79 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%.