IGBH vs AGGM overlap
IGBH and AGGM overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IGBH: July 31, 2026, AGGM: 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: IGBH, SEC Form N-PORT, July 31, 2026; AGGM, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IGBH | AGGM |
|---|---|---|
| Morgan Stanley | $29.2M | $548K |
| Destination Wealth Management | $767K | $21.8M |
| JPMorgan Chase & Co | $61K | $19.3M |
| Bank of America Corp. | $6.4M | $12.2M |
| LPL Financial LLC | $7.2M | $1.0M |
| Truist Financial Corp. | $6.4M | $384K |
| Jane Street Group, LLC | $449K | $4.4M |
| Citadel Advisors LLC | $1.6M | $1.2M |
| Envestnet Asset Management Inc. | $1.7M | $1.0M |
| Cetera Investment Advisers | $1.9M | $880K |
| Wells Fargo & Company | $8K | $2.1M |
| Royal Bank of Canada | $137K | $389K |
| Integrated Wealth Concepts LLC | $59K | $305K |
| Farther Finance Advisors, LLC | $35K | $216K |
| Rockefeller Capital Management L.P. | $189K | $17K |
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: IGBH institutional holders, AGGM institutional holders.
Frequently asked questions
How much do IGBH and AGGM overlap?
0.0% by weight, with 0 holdings in common, using holdings for IGBH as of July 31, 2026 and AGGM as of May 31, 2026.
Do institutions hold both IGBH and AGGM?
19 Form 13F filers report positions in both, out of 91 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%.