IUSB vs BNDX overlap
IUSB and BNDX 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: IUSB, SEC Form N-PORT, July 31, 2026; BNDX, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IUSB | BNDX |
|---|---|---|
| JPMorgan Chase & Co | $1.0B | $15.1B |
| Envestnet Asset Management Inc. | $8.3B | $3.0B |
| Bank of America Corp. | $211.6M | $6.2B |
| Jones Financial Companies LLLP | $4.1B | $51.8M |
| BlackRock, Inc. | $3.8B | $43K |
| LPL Financial LLC | $2.9B | $555.4M |
| Vanguard Advisers Inc. | $46K | $2.8B |
| Wells Fargo & Company | $2.3B | $75.3M |
| Mercer Global Advisors Inc. | $19.3M | $1.9B |
| Savant Capital, LLC | $678K | $1.9B |
| Morgan Stanley | $1.4B | $245.6M |
| Northwestern Mutual Wealth Management Co | $1.5B | $48.1M |
| Bank of New York Mellon Corp | $663.7M | $352.7M |
| Betterment LLC | $11.3M | $983.2M |
| Envestnet Portfolio Solutions, Inc. | $781.7M | $201.3M |
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: IUSB institutional holders, BNDX institutional holders.
Frequently asked questions
How much do IUSB and BNDX overlap?
0.0% by weight, with 0 holdings in common, using holdings for IUSB as of July 31, 2026 and BNDX as of July 31, 2026.
Do institutions hold both IUSB and BNDX?
468 Form 13F filers report positions in both, out of 1,506 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%.