IGLB vs BKAG overlap
IGLB and BKAG overlap 7.1% by weight, across 1,154 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IGLB: May 31, 2026, BKAG: 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
| Holding | IGLB | BKAG | Overlap |
|---|---|---|---|
| Anheuser-BuschABIBB | 0.05% | 0.05% | 0.05% |
| Pfizer InvstmntPFE | 0.20% | 0.04% | 0.04% |
| Merck & Co Inc.MRK | 0.04% | 0.04% | 0.04% |
| Energy Transfer | 0.04% | 0.04% | 0.04% |
| META Platforms | 0.08% | 0.04% | 0.04% |
| Halliburton CoHAL | 0.04% | 0.04% | 0.04% |
| Wells Fargo Co | 0.18% | 0.03% | 0.03% |
| At&T Inc. | 0.13% | 0.03% | 0.03% |
| META PlatformsMETA | 0.06% | 0.03% | 0.03% |
| Takeda Pharm | 0.04% | 0.03% | 0.03% |
| Goldman Sachs GP | 0.09% | 0.03% | 0.03% |
| Pacific Gas&ELEC | 0.10% | 0.03% | 0.03% |
| Abbvie Inc.ABBV | 0.16% | 0.03% | 0.03% |
| HCA Inc. | 0.08% | 0.03% | 0.03% |
| Bank of AMER CRP | 0.09% | 0.03% | 0.03% |
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; BKAG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IGLB | BKAG |
|---|---|---|
| Bank of New York Mellon Corp | $21.9M | $264.1M |
| Bank of America Corp. | $175.4M | $102.6M |
| Envestnet Asset Management Inc. | $112.9M | $4.4M |
| Integrated Wealth Concepts LLC | $18.8M | $66.9M |
| LPL Financial LLC | $62.7M | $7.2M |
| Morgan Stanley | $49.9M | $10.0M |
| Raymond James Financial Inc. | $45.0M | $4.3M |
| Royal Bank of Canada | $15.7M | $20.6M |
| Wells Fargo & Company | $31.4M | $425K |
| Osaic Holdings, Inc. | $19.4M | $6.0M |
| Cetera Investment Advisers | $22.1M | $2.3M |
| JPMorgan Chase & Co | $18.7M | $3.5M |
| UBS Group AG | $18.5M | $136K |
| Carolina Wealth Advisors, LLC | $143K | $12.9M |
| Northwestern Mutual Wealth Management Co | $9.6M | $79K |
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, BKAG institutional holders.
Frequently asked questions
How much do IGLB and BKAG overlap?
7.1% by weight, with 1,154 holdings in common, using holdings for IGLB as of May 31, 2026 and BKAG as of July 31, 2026. The largest shared position is ABIBB.
Do institutions hold both IGLB and BKAG?
39 Form 13F filers report positions in both, out of 271 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%.