TIP vs SUB overlap
TIP and SUB overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (TIP: July 31, 2026, SUB: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: TIP, SEC Form N-PORT, July 31, 2026; SUB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TIP | SUB |
|---|---|---|
| Bank of America Corp. | $2.7B | $1.2B |
| Mercer Global Advisors Inc. | $9.6M | $1.1B |
| Morgan Stanley | $510.1M | $593.8M |
| Bank of New York Mellon Corp | $54.4M | $505.3M |
| UBS Group AG | $166.4M | $328.3M |
| FMR LLC | $481.1M | $3.1M |
| Creative Planning | $12.3M | $314.6M |
| Envestnet Asset Management Inc. | $222.1M | $91.2M |
| BlackRock, Inc. | $298.4M | $3.2M |
| LPL Financial LLC | $165.2M | $109.1M |
| Ameriprise Financial Inc. | $135.7M | $121.3M |
| Mather Group, LLC. | $195.1M | $21.9M |
| Northwestern Mutual Wealth Management Co | $50.4M | $165.2M |
| Wells Fargo & Company | $155.5M | $47.2M |
| Citigroup Inc. | $6.6M | $163.1M |
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: TIP institutional holders, SUB institutional holders.
Frequently asked questions
How much do TIP and SUB overlap?
0.0% by weight, with 0 holdings in common, using holdings for TIP as of July 31, 2026 and SUB as of May 31, 2026.
Do institutions hold both TIP and SUB?
385 Form 13F filers report positions in both, out of 1,544 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%.