IGLB vs IBTG overlap
IGLB and IBTG overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IGLB: May 31, 2026, IBTG: 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: IGLB, SEC Form N-PORT, May 31, 2026; IBTG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IGLB | IBTG |
|---|---|---|
| Bank of America Corp. | $175.4M | $98.5M |
| Envestnet Asset Management Inc. | $112.9M | $32.3M |
| Morgan Stanley | $49.9M | $91.4M |
| LPL Financial LLC | $62.7M | $57.3M |
| Wells Fargo & Company | $31.4M | $54.8M |
| Integrated Wealth Concepts LLC | $18.8M | $64.7M |
| Raymond James Financial Inc. | $45.0M | $31.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | $48.0M | $23.4M |
| NewEdge Advisors, LLC | $5.7M | $61.8M |
| Mercer Global Advisors Inc. | $449K | $55.8M |
| UBS Group AG | $18.5M | $33.8M |
| Ameriprise Financial Inc. | $31.9M | $7.6M |
| Osaic Holdings, Inc. | $19.4M | $16.3M |
| JPMorgan Chase & Co | $18.7M | $11.7M |
| Royal Bank of Canada | $15.7M | $11.7M |
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: IGLB institutional holders, IBTG institutional holders.
Frequently asked questions
How much do IGLB and IBTG overlap?
0.0% by weight, with 0 holdings in common, using holdings for IGLB as of May 31, 2026 and IBTG as of July 31, 2026.
Do institutions hold both IGLB and IBTG?
71 Form 13F filers report positions in both, out of 461 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%.