SPTI vs IAGG overlap
SPTI 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: SPTI, SEC Form N-PORT, June 30, 2026; IAGG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SPTI | IAGG |
|---|---|---|
| Financial Engines Advisors L.L.C. | $1.4B | $890.9M |
| LPL Financial LLC | $1.5B | $202.7M |
| BlackRock, Inc. | $8.7M | $831.6M |
| JPMorgan Chase & Co | $1.7M | $500.0M |
| Mather Group, LLC. | $356.3M | $129.0M |
| Jones Financial Companies LLLP | $2.5M | $482.7M |
| Envestnet Asset Management Inc. | $234.9M | $104.3M |
| TIAA Wealth Investment Management LLC | $0 | $326.5M |
| Ameriprise Financial Inc. | $214.3M | $90.2M |
| Bank of America Corp. | $57.3M | $201.6M |
| Osaic Holdings, Inc. | $161.2M | $43.5M |
| Merit Financial Group, LLC | $183.1M | $4.6M |
| Assetmark, Inc. | $102.7M | $80.8M |
| Betterment LLC | $763K | $127.4M |
| Commonwealth Equity Services, LLC | $35.7M | $91.8M |
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: SPTI institutional holders, IAGG institutional holders.
Frequently asked questions
How much do SPTI and IAGG overlap?
0.0% by weight, with 0 holdings in common, using holdings for SPTI as of June 30, 2026 and IAGG as of July 31, 2026.
Do institutions hold both SPTI and IAGG?
189 Form 13F filers report positions in both, out of 793 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%.