ZTAX vs IBIM overlap
1 institutions report holding both ZTAX and IBIM.
ZTAXIBIM
Pick 2 to 4 ETFs.
We don’t have holdings for ZTAX. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
1
institutions report holding both, of 6 holding any
ZTAX20.5% of its 13F dollars, 33.3% of its 3 holders
IBIM8.1% of its 13F dollars, 25.0% of its 4 holders
Largest institutions holding both
| Firm | ZTAX | IBIM |
|---|---|---|
| Jane Street Group, LLC | $570K | $210K |
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: ZTAX institutional holders, IBIM institutional holders.
Frequently asked questions
Do institutions hold both ZTAX and IBIM?
1 Form 13F filers report positions in both, out of 6 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%.