FBND vs BIL overlap
362 institutions report holding both FBND and BIL.
FBNDBIL
Pick 2 to 4 ETFs.
We don’t have holdings for BIL. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
362
institutions report holding both, of 1,718 holding any
FBND76.0% of its 13F dollars, 45.9% of its 789 holders
BIL64.0% of its 13F dollars, 28.0% of its 1,291 holders
Largest institutions holding both
| Firm | FBND | BIL |
|---|---|---|
| Northwestern Mutual Wealth Management Co | $4.6B | $98.6M |
| Morgan Stanley | $1.7B | $2.7B |
| Bank of America Corp. | $716.0M | $1.5B |
| LPL Financial LLC | $593.4M | $1.4B |
| UBS Group AG | $307.1M | $831.3M |
| Royal Bank of Canada | $200.0M | $722.1M |
| Wells Fargo & Company | $96.8M | $769.8M |
| Raymond James Financial Inc. | $410.2M | $419.8M |
| Envestnet Asset Management Inc. | $366.6M | $429.9M |
| FMR LLC | $696.3M | $536K |
| JPMorgan Chase & Co | $638.6M | $26.9M |
| Cetera Investment Advisers | $331.9M | $261.8M |
| Cambridge Investment Research Advisors, Inc. | $164.9M | $358.9M |
| AQR Capital Management LLC | $1.1M | $508.7M |
| Stifel Financial Corp. | $12.4M | $492.3M |
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: FBND institutional holders, BIL institutional holders.
Frequently asked questions
Do institutions hold both FBND and BIL?
362 Form 13F filers report positions in both, out of 1,718 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%.