XBIL vs IBMR overlap
XBIL and IBMR overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (XBIL: May 31, 2026, IBMR: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: XBIL, SEC Form N-PORT, May 31, 2026; IBMR, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XBIL | IBMR |
|---|---|---|
| LPL Financial LLC | $113.8M | $7.1M |
| UBS Group AG | $26.5M | $5.9M |
| Stifel Financial Corp. | $20.5M | $4.3M |
| Raymond James Financial Inc. | $14.4M | $6.8M |
| Morgan Stanley | $15.4M | $5.0M |
| Integrated Wealth Concepts LLC | $11.8M | $4.3M |
| Wells Fargo & Company | $3.3M | $11.1M |
| MML Investors Services, LLC | $11.9M | $1.9M |
| Envestnet Asset Management Inc. | $5.2M | $6.7M |
| Cetera Investment Advisers | $8.4M | $2.1M |
| Commonwealth Equity Services, LLC | $5.8M | $2.2M |
| Benjamin Edwards Inc. | $3.9M | $2.0M |
| Assetmark, Inc. | $28K | $3.4M |
| Royal Bank of Canada | $59K | $2.9M |
| Northwestern Mutual Wealth Management Co | $151K | $2.4M |
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: XBIL institutional holders, IBMR institutional holders.
Frequently asked questions
How much do XBIL and IBMR overlap?
0.0% by weight, with 0 holdings in common, using holdings for XBIL as of May 31, 2026 and IBMR as of July 31, 2026.
Do institutions hold both XBIL and IBMR?
26 Form 13F filers report positions in both, out of 214 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%.