SPIB vs SHV overlap
SPIB and SHV 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: SPIB, SEC Form N-PORT, June 30, 2026; SHV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SPIB | SHV |
|---|---|---|
| LPL Financial LLC | $1.9B | $434.2M |
| Morgan Stanley | $386.1M | $597.6M |
| Wells Fargo & Company | $176.8M | $512.8M |
| Envestnet Asset Management Inc. | $404.9M | $112.5M |
| Bank of America Corp. | $49.8M | $353.0M |
| Raymond James Financial Inc. | $176.7M | $159.5M |
| Creative Planning | $256.8M | $13.7M |
| Assetmark, Inc. | $177.3M | $81.3M |
| Charles Schwab Investment Management Inc. | $250.4M | $1.2M |
| D.A. Davidson & Co. | $223.1M | $8.2M |
| Ameriprise Financial Inc. | $99.6M | $110.5M |
| Royal Bank of Canada | $60.6M | $143.3M |
| UBS Group AG | $46.3M | $154.4M |
| Waverly Advisors, LLC | $192.4M | $2.3M |
| JPMorgan Chase & Co | $3.6M | $152.4M |
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: SPIB institutional holders, SHV institutional holders.
Frequently asked questions
How much do SPIB and SHV overlap?
0.0% by weight, with 0 holdings in common, using holdings for SPIB as of June 30, 2026 and SHV as of May 31, 2026.
Do institutions hold both SPIB and SHV?
220 Form 13F filers report positions in both, out of 1,090 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%.