BSV vs BND overlap

BSV and BND overlap 36.9% by weight, across 2,889 shared holdings.

BSVBND

Pick 2 to 4 ETFs.

36.9%

overlap by weight, across 2,889 shared holdings

BSV96.5% of the fund is in shared holdings, of 3,185

BND38.1% of the fund is in shared holdings, of 17,396

Top shared holdings

Holding	BSV	BND	Overlap
US Treasury N/B	1.12%	0.47%	0.47%
US Treasury N/B	0.75%	0.41%	0.41%
US Treasury N/B	0.88%	0.34%	0.34%
US Treasury N/BT	0.67%	0.33%	0.33%
US Treasury N/BT	0.70%	0.32%	0.32%
US Treasury N/B	0.77%	0.31%	0.31%
US Treasury N/BT	0.75%	0.31%	0.31%
US Treasury N/BT	0.63%	0.30%	0.30%
US Treasury N/BT	0.55%	0.28%	0.28%
US Treasury N/BT	0.49%	0.27%	0.27%
US Treasury N/B	0.79%	0.27%	0.27%
US Treasury N/B	0.48%	0.25%	0.25%
US Treasury N/B	0.37%	0.25%	0.25%
US Treasury N/BT	0.78%	0.25%	0.25%
US Treasury N/B	0.46%	0.25%	0.25%

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: BSV, SEC Form N-PORT, June 30, 2026; BND, SEC Form N-PORT, June 30, 2026.

886

institutions report holding both, of 2,292 holding any

BSV91.9% of its 13F dollars, 65.4% of its 1,355 holders

BND85.4% of its 13F dollars, 48.6% of its 1,823 holders

Largest institutions holding both

Firm	BSV	BND
Creative Planning	$3.4B	$9.6B
JPMorgan Chase & Co	$1.3B	$11.5B
Morgan Stanley	$1.8B	$9.2B
Northwestern Mutual Wealth Management Co	$132.6M	$10.4B
Vanguard Advisers Inc.	$68.1M	$4.6B
Envestnet Asset Management Inc.	$2.5B	$1.8B
Mercer Global Advisors Inc.	$3.9B	$108.5M
Bank of America Corp.	$955.9M	$2.0B
Savant Capital, LLC	$104.9M	$2.6B
Wells Fargo & Company	$526.5M	$2.1B
Goldman Sachs Group Inc.	$1.6B	$1.1B
Allworth Financial LP	$1.2B	$1.4B
LPL Financial LLC	$565.7M	$1.5B
Empower Advisory Group, LLC	$1.9B	$508K
Manufacturers Life Insurance Company, the	$71.2M	$965.6M

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: BSV institutional holders, BND institutional holders.

Frequently asked questions

How much do BSV and BND overlap?

36.9% by weight, with 2,889 holdings in common, using holdings for BSV as of June 30, 2026 and BND as of June 30, 2026. The largest shared position is US TREASURY N/B.

Do institutions hold both BSV and BND?

886 Form 13F filers report positions in both, out of 2,292 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%.