IBTJ vs EDV overlap
IBTJ and EDV overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IBTJ: July 31, 2026, EDV: May 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: IBTJ, SEC Form N-PORT, July 31, 2026; EDV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IBTJ | EDV |
|---|---|---|
| Bank of America Corp. | $59.8M | $99.9M |
| Morgan Stanley | $74.7M | $57.6M |
| LPL Financial LLC | $13.9M | $54.1M |
| Wells Fargo & Company | $38.2M | $12.1M |
| Raymond James Financial Inc. | $31.1M | $3.9M |
| Ameriprise Financial Inc. | $22.5M | $11.4M |
| Envestnet Asset Management Inc. | $28.0M | $3.4M |
| UBS Group AG | $20.3M | $10.4M |
| Integrated Wealth Concepts LLC | $19.9M | $105K |
| Commonwealth Equity Services, LLC | $17.1M | $952K |
| Arax Advisory Partners | $16.9M | $38K |
| Cetera Investment Advisers | $2.8M | $13.6M |
| MML Investors Services, LLC | $535K | $14.3M |
| Legacy Private Trust Co. | $12.0M | $725K |
| Osaic Holdings, Inc. | $6.3M | $5.4M |
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: IBTJ institutional holders, EDV institutional holders.
Frequently asked questions
How much do IBTJ and EDV overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBTJ as of July 31, 2026 and EDV as of May 31, 2026.
Do institutions hold both IBTJ and EDV?
46 Form 13F filers report positions in both, out of 358 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%.