LQD vs AGG overlap
LQD and AGG overlap 12.8% by weight, across 3,130 shared holdings.
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Top shared holdings
| Holding | LQD | AGG | Overlap |
|---|---|---|---|
| Anheuser-Busch | 0.20% | 0.03% | 0.03% |
| CVS Health Corp.CVS | 0.17% | 0.02% | 0.02% |
| T-Mobile USA Inc.TMUS | 0.16% | 0.02% | 0.02% |
| Comcast CorpCMCSA | 0.02% | 0.03% | 0.02% |
| Bank of AMER CRPBAC | 0.12% | 0.02% | 0.02% |
| Goldman Sachs GP | 0.15% | 0.02% | 0.02% |
| Pfizer InvstmntPFE | 0.15% | 0.02% | 0.02% |
| Goldman Sachs GPGS | 0.09% | 0.02% | 0.02% |
| Abbvie Inc. | 0.13% | 0.02% | 0.02% |
| Bank of AMER CRPBAC | 0.14% | 0.02% | 0.02% |
| Goldman Sachs GPGS | 0.08% | 0.02% | 0.02% |
| Amazon.COM Inc.AMZN | 0.15% | 0.02% | 0.02% |
| Boeing CoBA | 0.14% | 0.02% | 0.02% |
| Wells Fargo Co | 0.12% | 0.02% | 0.02% |
| Bank of AMER CRPBAC | 0.11% | 0.02% | 0.02% |
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: LQD, SEC Form N-PORT, May 31, 2026; AGG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | LQD | AGG |
|---|---|---|
| Jones Financial Companies LLLP | $12.1M | $10.9B |
| Bank of America Corp. | $2.8B | $6.6B |
| Raymond James Financial Inc. | $157.7M | $9.2B |
| BlackRock, Inc. | $2.1B | $6.1B |
| Wells Fargo & Company | $508.9M | $6.4B |
| Morgan Stanley | $1.9B | $3.5B |
| Envestnet Asset Management Inc. | $665.5M | $4.3B |
| Mercer Global Advisors Inc. | $9.6M | $4.5B |
| US Bancorp | $3.1M | $3.9B |
| Northern Trust Corp. | $196.8M | $2.3B |
| Goldman Sachs Group Inc. | $817.4M | $1.2B |
| Ameriprise Financial Inc. | $554.7M | $1.5B |
| LPL Financial LLC | $487.5M | $1.5B |
| JPMorgan Chase & Co | $224.5M | $1.6B |
| Cetera Investment Advisers | $120.3M | $1.5B |
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: LQD institutional holders, AGG institutional holders.
Frequently asked questions
How much do LQD and AGG overlap?
12.8% by weight, with 3,130 holdings in common, using holdings for LQD as of May 31, 2026 and AGG as of May 31, 2026. The largest shared position is ANHEUSER-BUSCH.
Do institutions hold both LQD and AGG?
774 Form 13F filers report positions in both, out of 2,427 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%.