BSV vs AGG overlap

BSV and AGG overlap 33.9% by weight, across 3,061 shared holdings.

BSVAGG

Pick 2 to 4 ETFs.

33.9%

overlap by weight, across 3,061 shared holdings

BSV95.8% of the fund is in shared holdings, of 3,185

AGG35.0% of the fund is in shared holdings, of 13,266

Top shared holdings

Holding	BSV	AGG	Overlap
US Treasury N/B	0.88%	0.41%	0.41%
US Treasury N/B	0.39%	0.35%	0.35%
US Treasury N/BT	0.64%	0.33%	0.33%
US Treasury N/BT	0.55%	0.31%	0.31%
US Treasury N/B	1.12%	0.31%	0.31%
US Treasury N/B	0.42%	0.31%	0.31%
US Treasury N/BT	0.56%	0.30%	0.30%
US Treasury N/BT	0.57%	0.30%	0.30%
US Treasury N/B	0.55%	0.29%	0.29%
US Treasury N/BT	0.70%	0.29%	0.29%
US Treasury N/B	0.45%	0.28%	0.28%
US Treasury N/BT	0.63%	0.27%	0.27%
US Treasury N/BT	0.55%	0.26%	0.26%
US Treasury N/BT	0.58%	0.26%	0.26%
US Treasury N/B	0.75%	0.25%	0.25%

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: BSV, SEC Form N-PORT, June 30, 2026; AGG, SEC Form N-PORT, May 31, 2026.

857

institutions report holding both, of 2,585 holding any

BSV90.3% of its 13F dollars, 63.3% of its 1,355 holders

AGG82.8% of its 13F dollars, 41.1% of its 2,087 holders

Largest institutions holding both

Firm	BSV	AGG
Jones Financial Companies LLLP	$164.0M	$10.9B
Raymond James Financial Inc.	$321.9M	$9.2B
Mercer Global Advisors Inc.	$3.9B	$4.5B
Bank of America Corp.	$955.9M	$6.6B
Wells Fargo & Company	$526.5M	$6.4B
Envestnet Asset Management Inc.	$2.5B	$4.3B
BlackRock, Inc.	$30.4M	$6.1B
Morgan Stanley	$1.8B	$3.5B
Creative Planning	$3.4B	$1.3B
US Bancorp	$14.5M	$3.9B
Northern Trust Corp.	$773.9M	$2.3B
JPMorgan Chase & Co	$1.3B	$1.6B
Goldman Sachs Group Inc.	$1.6B	$1.2B
LPL Financial LLC	$565.7M	$1.5B
Empower Advisory Group, LLC	$1.9B	$5.1M

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: BSV institutional holders, AGG institutional holders.

Frequently asked questions

How much do BSV and AGG overlap?

33.9% by weight, with 3,061 holdings in common, using holdings for BSV as of June 30, 2026 and AGG as of May 31, 2026. The largest shared position is US TREASURY N/B.

Do institutions hold both BSV and AGG?

857 Form 13F filers report positions in both, out of 2,585 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%.