SPLB vs IBDY overlap
SPLB and IBDY overlap 0.0% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SPLB | IBDY | Overlap |
|---|---|---|---|
| Time Warner ENT | 0.01% | 0.30% | 0.01% |
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: SPLB, SEC Form N-PORT, June 30, 2026; IBDY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SPLB | IBDY |
|---|---|---|
| Envestnet Asset Management Inc. | $103.6M | $3.3M |
| LPL Financial LLC | $93.2M | $10.0M |
| Morgan Stanley | $19.8M | $60.2M |
| Bank of America Corp. | $21.3M | $55.2M |
| Wells Fargo & Company | $12.3M | $17.5M |
| Raymond James Financial Inc. | $8.4M | $19.0M |
| Susquehanna International Group, LLP | $18.9M | $5.3M |
| US Bancorp | $51K | $22.2M |
| HighTower Advisors, LLC | $2.1M | $19.0M |
| Royal Bank of Canada | $9.9M | $9.6M |
| Ameriprise Financial Inc. | $762K | $18.5M |
| Cetera Investment Advisers | $17.7M | $1.1M |
| UBS Group AG | $1.8M | $15.9M |
| Northwestern Mutual Wealth Management Co | $17.1M | $302K |
| Goldman Sachs Group Inc. | $15.4M | $310K |
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: SPLB institutional holders, IBDY institutional holders.
Frequently asked questions
How much do SPLB and IBDY overlap?
0.0% by weight, with 1 holdings in common, using holdings for SPLB as of June 30, 2026 and IBDY as of July 31, 2026. The largest shared position is TIME WARNER ENT.
Do institutions hold both SPLB and IBDY?
40 Form 13F filers report positions in both, out of 303 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%.