SPD vs FAB overlap
SPD and FAB 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: SPD, SEC Form N-PORT, June 30, 2026; FAB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SPD | FAB |
|---|---|---|
| Commonwealth Equity Services, LLC | $11.9M | $1.6M |
| LPL Financial LLC | $3.1M | $7.9M |
| Morgan Stanley | $31K | $6.2M |
| Osaic Holdings, Inc. | $244K | $4.4M |
| Royal Bank of Canada | $29K | $3.7M |
| Susquehanna International Group, LLP | $1.4M | $951K |
| Envestnet Asset Management Inc. | $202K | $738K |
| UBS Group AG | $5K | $768K |
| IFG Advisory, LLC | $117K | $198K |
| Northwestern Mutual Wealth Management Co | $1K | $82K |
| IFP Advisors, Inc | $6K | $71K |
| Geneos Wealth Management Inc. | $2K | $25K |
| Assetmark, Inc. | $373 | $10K |
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: SPD institutional holders, FAB institutional holders.
Frequently asked questions
How much do SPD and FAB overlap?
0.0% by weight, with 0 holdings in common, using holdings for SPD as of June 30, 2026 and FAB as of July 31, 2026.
Do institutions hold both SPD and FAB?
13 Form 13F filers report positions in both, out of 98 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%.