SGOV vs FBND overlap
375 institutions report holding both SGOV and FBND.
SGOVFBND
Pick 2 to 4 ETFs.
We don’t have holdings for SGOV. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
375
institutions report holding both, of 1,716 holding any
SGOV57.1% of its 13F dollars, 28.8% of its 1,302 holders
FBND76.3% of its 13F dollars, 47.5% of its 789 holders
Largest institutions holding both
| Firm | SGOV | FBND |
|---|---|---|
| Northwestern Mutual Wealth Management Co | $114.8M | $4.6B |
| Morgan Stanley | $853.0M | $1.7B |
| Bank of America Corp. | $1.2B | $716.0M |
| LPL Financial LLC | $1.1B | $593.4M |
| JPMorgan Chase & Co | $285.5M | $638.6M |
| UBS Group AG | $600.2M | $307.1M |
| Raymond James Financial Inc. | $366.1M | $410.2M |
| FMR LLC | $2.5M | $696.3M |
| Envestnet Asset Management Inc. | $206.7M | $366.6M |
| Cetera Investment Advisers | $223.2M | $331.9M |
| Osaic Holdings, Inc. | $292.5M | $249.9M |
| Royal Bank of Canada | $269.3M | $200.0M |
| Cerity Partners LLC | $457.6M | $2.1M |
| Ameriprise Financial Inc. | $382.6M | $2.6M |
| Modern Wealth Management, LLC | $1.7M | $368.9M |
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: SGOV institutional holders, FBND institutional holders.
Frequently asked questions
Do institutions hold both SGOV and FBND?
375 Form 13F filers report positions in both, out of 1,716 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%.