XONE vs IBMP overlap
XONE and IBMP 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: XONE, SEC Form N-PORT, July 31, 2026; IBMP, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XONE | IBMP |
|---|---|---|
| Bank of America Corp. | $105.2M | $67.6M |
| Smith, Moore & Co. | $44.8M | $596K |
| Focus Partners Wealth | $40.0M | $1.5M |
| Wells Fargo & Company | $2K | $27.0M |
| Lido Advisors, LLC | $3.4M | $13.9M |
| NewEdge Advisors, LLC | $2.8M | $13.3M |
| Morgan Stanley | $6.0M | $9.9M |
| HighTower Advisors, LLC | $1.7M | $14.0M |
| LPL Financial LLC | $322K | $13.3M |
| Cetera Investment Advisers | $11.1M | $2.2M |
| Envestnet Asset Management Inc. | $5.2M | $5.1M |
| Janney Montgomery Scott LLC | $9.1M | $351K |
| Integrated Wealth Concepts LLC | $2K | $7.8M |
| Northwestern Mutual Wealth Management Co | $155K | $5.3M |
| Baird Financial Group, Inc. | $4.2M | $954K |
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: XONE institutional holders, IBMP institutional holders.
Frequently asked questions
How much do XONE and IBMP overlap?
0.0% by weight, with 0 holdings in common, using holdings for XONE as of July 31, 2026 and IBMP as of July 31, 2026.
Do institutions hold both XONE and IBMP?
30 Form 13F filers report positions in both, out of 263 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%.