BWX vs BAB overlap
BWX and BAB 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: BWX, SEC Form N-PORT, June 30, 2026; BAB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | BWX | BAB |
|---|---|---|
| Morgan Stanley | $74.7M | $18.6M |
| Raymond James Financial Inc. | $887K | $46.5M |
| Wells Fargo & Company | $3.1M | $38.9M |
| Bank of America Corp. | $10.2M | $26.7M |
| Gould Asset Management LLC | $16.4M | $18.9M |
| Ameriprise Financial Inc. | $6.5M | $25.5M |
| Envestnet Asset Management Inc. | $15.1M | $16.8M |
| Jane Street Group, LLC | $21.7M | $7.0M |
| PNC Financial Services Group, Inc. | $5.2M | $16.3M |
| LPL Financial LLC | $9.1M | $11.8M |
| UBS Group AG | $3.0M | $11.3M |
| Bank of Montreal | $52K | $10.7M |
| Cetera Investment Advisers | $6.7M | $3.6M |
| Citigroup Inc. | $10.1M | $158K |
| Northwestern Mutual Wealth Management Co | $21K | $9.7M |
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: BWX institutional holders, BAB institutional holders.
Frequently asked questions
How much do BWX and BAB overlap?
0.0% by weight, with 0 holdings in common, using holdings for BWX as of June 30, 2026 and BAB as of May 31, 2026.
Do institutions hold both BWX and BAB?
50 Form 13F filers report positions in both, out of 288 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%.