XTL vs IBTM overlap
XTL and IBTM 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: XTL, SEC Form N-PORT, June 30, 2026; IBTM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XTL | IBTM |
|---|---|---|
| Morgan Stanley | $32.4M | $20.1M |
| LPL Financial LLC | $30.7M | $3.8M |
| Bank of America Corp. | $25.4M | $4.6M |
| UBS Group AG | $5.6M | $22.2M |
| Cambridge Investment Research Advisors, Inc. | $18.0M | $7.1M |
| Raymond James Financial Inc. | $10.6M | $12.1M |
| Goldman Sachs Group Inc. | $14.9M | $2.8M |
| Truist Financial Corp. | $2.0M | $10.2M |
| Susquehanna International Group, LLP | $11.7M | $320K |
| Envestnet Asset Management Inc. | $2.8M | $8.9M |
| Royal Bank of Canada | $7.4M | $4.2M |
| Wells Fargo & Company | $2.6M | $8.2M |
| Snowden Capital Advisors LLC | $205K | $8.5M |
| Cetera Investment Advisers | $6.8M | $1.5M |
| Stifel Financial Corp. | $4.8M | $2.7M |
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: XTL institutional holders, IBTM institutional holders.
Frequently asked questions
How much do XTL and IBTM overlap?
0.0% by weight, with 0 holdings in common, using holdings for XTL as of June 30, 2026 and IBTM as of July 31, 2026.
Do institutions hold both XTL and IBTM?
34 Form 13F filers report positions in both, out of 196 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%.