JBBB vs IBDY overlap
JBBB and IBDY 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: JBBB, SEC Form N-PORT, July 31, 2026; IBDY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JBBB | IBDY |
|---|---|---|
| Morgan Stanley | $170K | $60.2M |
| LPL Financial LLC | $33.9M | $10.0M |
| UBS Group AG | $23.2M | $15.9M |
| Summit Financial, LLC | $8.0M | $29.4M |
| US Bancorp | $3.9M | $22.2M |
| Envestnet Asset Management Inc. | $22.7M | $3.3M |
| Raymond James Financial Inc. | $5.3M | $19.0M |
| Ameriprise Financial Inc. | $3.1M | $18.5M |
| HighTower Advisors, LLC | $920K | $19.0M |
| Wells Fargo & Company | $1.6M | $17.5M |
| Royal Bank of Canada | $6.4M | $9.6M |
| Rockefeller Capital Management L.P. | $512K | $13.3M |
| Janney Montgomery Scott LLC | $2.7M | $10.7M |
| AE Wealth Management LLC | $12.1M | $11K |
| Commonwealth Equity Services, LLC | $584K | $11.2M |
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: JBBB institutional holders, IBDY institutional holders.
Frequently asked questions
How much do JBBB and IBDY overlap?
0.0% by weight, with 0 holdings in common, using holdings for JBBB as of July 31, 2026 and IBDY as of July 31, 2026.
Do institutions hold both JBBB and IBDY?
36 Form 13F filers report positions in both, out of 326 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%.