YALL vs IGBH overlap

YALL and IGBH overlap 0.0% by weight, across 0 shared holdings.

YALLIGBH

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

YALL0.0% of the fund is in shared holdings, of 40

IGBH0.0% of the fund is in shared holdings, of 1

These funds report on different dates (YALL: May 31, 2026, IGBH: 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: YALL, SEC Form N-PORT, May 31, 2026; IGBH, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 60 holding any

YALL4.3% of its 13F dollars, 30.8% of its 13 holders

IGBH7.1% of its 13F dollars, 7.8% of its 51 holders

Largest institutions holding both

Firm	YALL	IGBH
LPL Financial LLC	$2.1M	$7.2M
AE Wealth Management LLC	$2.2M	$1K
Osaic Holdings, Inc.	$47K	$315K
JPMorgan Chase & Co	$165K	$61K

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: YALL institutional holders, IGBH institutional holders.

Frequently asked questions

How much do YALL and IGBH overlap?

0.0% by weight, with 0 holdings in common, using holdings for YALL as of May 31, 2026 and IGBH as of July 31, 2026.

Do institutions hold both YALL and IGBH?

4 Form 13F filers report positions in both, out of 60 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%.