SPIB vs FSEC overlap
SPIB and FSEC 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: SPIB, SEC Form N-PORT, June 30, 2026; FSEC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SPIB | FSEC |
|---|---|---|
| FMR LLC | $778K | $9.6B |
| LPL Financial LLC | $1.9B | $942K |
| Envestnet Asset Management Inc. | $404.9M | $6.0M |
| Morgan Stanley | $386.1M | $466 |
| Creative Planning | $256.8M | $1.1M |
| Raymond James Financial Inc. | $176.7M | $231K |
| Cetera Investment Advisers | $73.7M | $20.6M |
| Tower Research Capital LLC (TRC) | $69.7M | $4K |
| Bank of America Corp. | $49.8M | $287K |
| Northwestern Mutual Wealth Management Co | $25.0M | $250K |
| Wealth Enhancement Advisory Services, LLC | $16.9M | $3.0M |
| &Partners | $14.9M | $1.7M |
| HRT Financial LP | $14.6M | $640K |
| Thrivent Financial for Lutherans | $7.7M | $5.7M |
| Citadel Advisors LLC | $1.5M | $11.1M |
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: SPIB institutional holders, FSEC institutional holders.
Frequently asked questions
How much do SPIB and FSEC overlap?
0.0% by weight, with 0 holdings in common, using holdings for SPIB as of June 30, 2026 and FSEC as of May 31, 2026.
Do institutions hold both SPIB and FSEC?
36 Form 13F filers report positions in both, out of 602 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%.