IBDS vs GSY overlap
IBDS and GSY overlap 4.9% by weight, across 27 shared holdings.
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Top shared holdings
| Holding | IBDS | GSY | Overlap |
|---|---|---|---|
| At&T Inc. | 0.47% | 0.45% | 0.45% |
| Nextera Energy Cap Hldgs Inc. 4.685% 09/01/2027 | 0.37% | 0.49% | 0.37% |
| GSK Consumer | 0.36% | 0.63% | 0.36% |
| Sherwin-Williams | 0.28% | 0.51% | 0.28% |
| At&T Inc. | 0.27% | 0.51% | 0.27% |
| Aercap Ireland Capital DAC / Aercap Global Aviation Trust 6.45% 04/15/2027 | 0.27% | 0.26% | 0.26% |
| Tyson Foods Inc. | 0.25% | 0.51% | 0.25% |
| DTE Energy Co 4.95% 07/01/2027DTE | 0.24% | 0.31% | 0.24% |
| L3harris Technologies Inc. 5.4% 01/15/2027LHX | 0.22% | 0.29% | 0.22% |
| Intel Corp. | 0.19% | 0.34% | 0.19% |
| Marriott Intl | 0.19% | 0.21% | 0.19% |
| Energy TransferET | 0.18% | 0.38% | 0.18% |
| HP Enterprise | 0.17% | 0.36% | 0.17% |
| ARES Capital COR | 0.16% | 0.36% | 0.16% |
| Enbridge Inc. 5.25% 04/05/2027 | 0.15% | 0.38% | 0.15% |
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: IBDS, SEC Form N-PORT, July 31, 2026; GSY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IBDS | GSY |
|---|---|---|
| LPL Financial LLC | $88.5M | $342.9M |
| Bank of America Corp. | $234.7M | $193.2M |
| Morgan Stanley | $110.7M | $306.6M |
| Wells Fargo & Company | $35.3M | $210.3M |
| UBS Group AG | $102.2M | $105.9M |
| Raymond James Financial Inc. | $91.0M | $70.1M |
| Mercer Global Advisors Inc. | $134.8M | $1.8M |
| HM Payson & Co | $100.6M | $50K |
| Cetera Investment Advisers | $9.0M | $80.7M |
| Royal Bank of Canada | $40.1M | $34.2M |
| Envestnet Asset Management Inc. | $9.9M | $45.3M |
| Ameriprise Financial Inc. | $46.2M | $3.2M |
| Osaic Holdings, Inc. | $4.9M | $39.5M |
| Commonwealth Equity Services, LLC | $36.8M | $5.2M |
| Kestra Advisory Services, LLC | $28.2M | $13.8M |
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: IBDS institutional holders, GSY institutional holders.
Frequently asked questions
How much do IBDS and GSY overlap?
4.9% by weight, with 27 holdings in common, using holdings for IBDS as of July 31, 2026 and GSY as of July 31, 2026. The largest shared position is AT&T INC.
Do institutions hold both IBDS and GSY?
90 Form 13F filers report positions in both, out of 628 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%.