IBND vs CSPF overlap
IBND and CSPF overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: IBND, SEC Form N-PORT, June 30, 2026; CSPF, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IBND | CSPF |
|---|---|---|
| Envestnet Asset Management Inc. | $2.6M | $10.8M |
| HighTower Advisors, LLC | $5.1M | $3.9M |
| Osaic Holdings, Inc. | $1.1M | $7.2M |
| Steward Partners Investment Advisory, LLC | $556K | $4.7M |
| Royal Bank of Canada | $4.3M | $907K |
| Jane Street Group, LLC | $1.1M | $2.2M |
| Jones Financial Companies LLLP | $2.9M | $18K |
| Cambridge Investment Research Advisors, Inc. | $1.7M | $674K |
| Kestra Advisory Services, LLC | $695K | $1.2M |
| JPMorgan Chase & Co | $691K | $784 |
| Creative Financial Designs Inc. | $143K | $350K |
| IFP Advisors, Inc | $53K | $40K |
| Global Retirement Partners, LLC | $111 | $65K |
| Fifth Third Bancorp | $27K | $17K |
| Cape Investment Advisory, Inc. | $2K | $2K |
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: IBND institutional holders, CSPF institutional holders.
Frequently asked questions
How much do IBND and CSPF overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBND as of June 30, 2026 and CSPF as of June 30, 2026.
Do institutions hold both IBND and CSPF?
15 Form 13F filers report positions in both, out of 148 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%.