GBND vs BWX overlap
GBND and BWX 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: GBND, SEC Form N-PORT, May 31, 2026; BWX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | GBND | BWX |
|---|---|---|
| Envestnet Asset Management Inc. | $431.9M | $15.1M |
| Principal Securities, Inc. | $55.8M | $663K |
| Envestnet Portfolio Solutions, Inc. | $37.4M | $1.2M |
| Cetera Investment Advisers | $25.9M | $6.7M |
| Jane Street Group, LLC | $520K | $21.7M |
| Summit Financial, LLC | $20.1M | $249K |
| Wealth Enhancement Advisory Services, LLC | $8.1M | $216K |
| MML Investors Services, LLC | $903K | $4.4M |
| Wells Fargo & Company | $62K | $3.1M |
| UBS Group AG | $45K | $3.0M |
| Susquehanna International Group, LLP | $625K | $2.3M |
| Atria Investments, Inc | $1.9M | $474K |
| Citadel Advisors LLC | $1.3M | $504K |
| World Investment Advisors | $394K | $256K |
| Mariner, LLC | $327K | $276K |
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: GBND institutional holders, BWX institutional holders.
Frequently asked questions
How much do GBND and BWX overlap?
0.0% by weight, with 0 holdings in common, using holdings for GBND as of May 31, 2026 and BWX as of June 30, 2026.
Do institutions hold both GBND and BWX?
17 Form 13F filers report positions in both, out of 170 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%.