SPSB vs IAGG overlap
SPSB and IAGG 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: SPSB, SEC Form N-PORT, June 30, 2026; IAGG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SPSB | IAGG |
|---|---|---|
| Creative Planning | $1.7B | $110.4M |
| JPMorgan Chase & Co | $911.9M | $500.0M |
| BlackRock, Inc. | $6K | $831.6M |
| LPL Financial LLC | $288.3M | $202.7M |
| Jones Financial Companies LLLP | $3.2M | $482.7M |
| Bank of America Corp. | $221.5M | $201.6M |
| TIAA Wealth Investment Management LLC | $29.3M | $326.5M |
| FMR LLC | $333.5M | $158K |
| Valmark Advisers, Inc. | $324.5M | $4.4M |
| Morgan Stanley | $238.3M | $49.2M |
| Envestnet Asset Management Inc. | $177.0M | $104.3M |
| Baird Financial Group, Inc. | $199.8M | $2.8M |
| Jane Street Group, LLC | $124.0M | $47.3M |
| Royal Bank of Canada | $107.6M | $56.4M |
| Advisory Alpha, LLC | $160.1M | $938K |
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: SPSB institutional holders, IAGG institutional holders.
Frequently asked questions
How much do SPSB and IAGG overlap?
0.0% by weight, with 0 holdings in common, using holdings for SPSB as of June 30, 2026 and IAGG as of July 31, 2026.
Do institutions hold both SPSB and IAGG?
209 Form 13F filers report positions in both, out of 937 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%.