ISPY vs AGGY overlap
ISPY and AGGY 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: ISPY, SEC Form N-PORT, May 31, 2026; AGGY, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | ISPY | AGGY |
|---|---|---|
| Bank of America Corp. | $76.1M | $175.9M |
| Morgan Stanley | $218.2M | $18.1M |
| LPL Financial LLC | $58.8M | $64.2M |
| Raymond James Financial Inc. | $73.1M | $16.3M |
| Royal Bank of Canada | $48.7M | $144K |
| Wells Fargo & Company | $34.2M | $5.2M |
| HighTower Advisors, LLC | $9.3M | $24.9M |
| UBS Group AG | $2.1M | $27.4M |
| Sanctuary Advisors, LLC | $15.4M | $2.4M |
| Osaic Holdings, Inc. | $7.1M | $5.9M |
| Kestra Private Wealth Services, LLC | $727K | $11.7M |
| Steward Partners Investment Advisory, LLC | $10.6M | $23K |
| Atria Investments, Inc | $1.9M | $8.7M |
| Cetera Investment Advisers | $1.4M | $9.0M |
| Commonwealth Equity Services, LLC | $8.9M | $227K |
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: ISPY institutional holders, AGGY institutional holders.
Frequently asked questions
How much do ISPY and AGGY overlap?
0.0% by weight, with 0 holdings in common, using holdings for ISPY as of May 31, 2026 and AGGY as of May 31, 2026.
Do institutions hold both ISPY and AGGY?
40 Form 13F filers report positions in both, out of 259 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%.