SUB vs SPIB overlap
SUB and SPIB 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: SUB, SEC Form N-PORT, May 31, 2026; SPIB, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SUB | SPIB |
|---|---|---|
| LPL Financial LLC | $109.1M | $1.9B |
| Bank of America Corp. | $1.2B | $49.8M |
| Mercer Global Advisors Inc. | $1.1B | $1.4M |
| Morgan Stanley | $593.8M | $386.1M |
| Creative Planning | $314.6M | $256.8M |
| Bank of New York Mellon Corp | $505.3M | $14.4M |
| Envestnet Asset Management Inc. | $91.2M | $404.9M |
| UBS Group AG | $328.3M | $46.3M |
| Raymond James Financial Inc. | $79.1M | $176.7M |
| Wells Fargo & Company | $47.2M | $176.8M |
| Ameriprise Financial Inc. | $121.3M | $99.6M |
| Waverly Advisors, LLC | $6.2M | $192.4M |
| Assetmark, Inc. | $15.8M | $177.3M |
| Northwestern Mutual Wealth Management Co | $165.2M | $25.0M |
| Citigroup Inc. | $163.1M | $728K |
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: SUB institutional holders, SPIB institutional holders.
Frequently asked questions
How much do SUB and SPIB overlap?
0.0% by weight, with 0 holdings in common, using holdings for SUB as of May 31, 2026 and SPIB as of June 30, 2026.
Do institutions hold both SUB and SPIB?
263 Form 13F filers report positions in both, out of 1,236 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%.