SPMB vs GBIL overlap
SPMB and GBIL 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: SPMB, SEC Form N-PORT, June 30, 2026; GBIL, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SPMB | GBIL |
|---|---|---|
| LPL Financial LLC | $500.2M | $170.1M |
| Morgan Stanley | $42.5M | $490.0M |
| Envestnet Asset Management Inc. | $6.6M | $318.5M |
| Bank of America Corp. | $50.1M | $222.0M |
| Goldman Sachs Group Inc. | $43.3M | $224.8M |
| Wells Fargo & Company | $1.9M | $203.1M |
| Stifel Financial Corp. | $131.5M | $42.5M |
| Royal Bank of Canada | $1.2M | $139.4M |
| Ameriprise Financial Inc. | $79.8M | $43.1M |
| Benjamin Edwards Inc. | $107.4M | $1.4M |
| UBS Group AG | $28K | $105.4M |
| Northwestern Mutual Wealth Management Co | $5.0M | $98.5M |
| Mariner, LLC | $8.8M | $76.4M |
| Bell Investment Advisors, Inc | $893K | $64.2M |
| CX Institutional | $61.0M | $102K |
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: SPMB institutional holders, GBIL institutional holders.
Frequently asked questions
How much do SPMB and GBIL overlap?
0.0% by weight, with 0 holdings in common, using holdings for SPMB as of June 30, 2026 and GBIL as of May 31, 2026.
Do institutions hold both SPMB and GBIL?
100 Form 13F filers report positions in both, out of 538 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%.