FLOT vs BOND overlap
FLOT and BOND overlap 0.3% by weight, across 5 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | FLOT | BOND | Overlap |
|---|---|---|---|
| Jackson National Life Global Funding | 0.15% | 0.18% | 0.15% |
| Corebridge Global Funding | 0.11% | 0.08% | 0.08% |
| Jackson National Life Global Funding | 0.13% | 0.04% | 0.04% |
| Goldman Sachs Group Inc/The | 0.14% | 0.04% | 0.04% |
| Sammons Financial Group Global Funding | 0.01% | 0.04% | 0.01% |
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: FLOT, SEC Form N-PORT, July 31, 2026; BOND, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FLOT | BOND |
|---|---|---|
| Morgan Stanley | $336.5M | $367.3M |
| LPL Financial LLC | $279.1M | $352.9M |
| Bank of America Corp. | $436.2M | $169.6M |
| Wells Fargo & Company | $179.7M | $207.4M |
| Ameriprise Financial Inc. | $376.2M | $406K |
| Raymond James Financial Inc. | $94.1M | $257.1M |
| Envestnet Asset Management Inc. | $41.9M | $264.8M |
| Osaic Holdings, Inc. | $44.9M | $165.7M |
| UBS Group AG | $118.2M | $87.3M |
| JPMorgan Chase & Co | $69.1M | $108.2M |
| AE Wealth Management LLC | $4.9M | $170.0M |
| Cetera Investment Advisers | $51.7M | $119.2M |
| OneDigital Investment Advisors LLC | $932K | $169.3M |
| Royal Bank of Canada | $109.4M | $60.3M |
| NewEdge Advisors, LLC | $771K | $135.9M |
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: FLOT institutional holders, BOND institutional holders.
Frequently asked questions
How much do FLOT and BOND overlap?
0.3% by weight, with 5 holdings in common, using holdings for FLOT as of July 31, 2026 and BOND as of June 30, 2026. The largest shared position is Jackson National Life Global Funding.
Do institutions hold both FLOT and BOND?
238 Form 13F filers report positions in both, out of 989 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%.