MBB vs AGG overlap
MBB and AGG overlap 16.7% by weight, across 1,878 shared holdings.
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Top shared holdings
| Holding | MBB | AGG | Overlap |
|---|---|---|---|
| FN Ma4437 | 0.31% | 0.22% | 0.22% |
| FNCL 6 6/26FNCL | 0.34% | 0.20% | 0.20% |
| FNCL 5 6/26FNCL | 0.64% | 0.16% | 0.16% |
| G2SF 5.5 6/26G2SF | 0.95% | 0.14% | 0.14% |
| FR Sd8199 | 0.18% | 0.14% | 0.14% |
| G2 Ma7367 | 0.35% | 0.14% | 0.14% |
| FNCL 5.5 6/26FNCL | 0.83% | 0.14% | 0.14% |
| Fannie Mae Pool | 0.44% | 0.13% | 0.13% |
| Fannie Mae Pool | 0.52% | 0.13% | 0.13% |
| G2 Mb0091 | 0.20% | 0.12% | 0.12% |
| G2SF 5 6/26G2SF | 0.67% | 0.12% | 0.12% |
| Fannie Mae Pool | 0.22% | 0.12% | 0.12% |
| FNCI 2 6/26FNCI | 0.26% | 0.12% | 0.12% |
| G2 Ma7472G2 | 0.45% | 0.12% | 0.12% |
| G2 Ma9852 | 0.19% | 0.11% | 0.11% |
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: MBB, SEC Form N-PORT, May 31, 2026; AGG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | MBB | AGG |
|---|---|---|
| Bank of America Corp. | $6.5B | $6.6B |
| Jones Financial Companies LLLP | $6.3M | $10.9B |
| Raymond James Financial Inc. | $150.5M | $9.2B |
| Envestnet Asset Management Inc. | $2.9B | $4.3B |
| Wells Fargo & Company | $275.3M | $6.4B |
| BlackRock, Inc. | $218.5M | $6.1B |
| JPMorgan Chase & Co | $3.6B | $1.6B |
| Morgan Stanley | $1.1B | $3.5B |
| Mercer Global Advisors Inc. | $5.5M | $4.5B |
| LPL Financial LLC | $2.6B | $1.5B |
| US Bancorp | $28.4M | $3.9B |
| UBS Group AG | $1.7B | $1.1B |
| Ameriprise Financial Inc. | $1.3B | $1.5B |
| Northern Trust Corp. | $20.3M | $2.3B |
| Cetera Investment Advisers | $202.9M | $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: MBB institutional holders, AGG institutional holders.
Frequently asked questions
How much do MBB and AGG overlap?
16.7% by weight, with 1,878 holdings in common, using holdings for MBB as of May 31, 2026 and AGG as of May 31, 2026. The largest shared position is FN MA4437.
Do institutions hold both MBB and AGG?
719 Form 13F filers report positions in both, out of 2,394 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%.