JGRW vs BBLB overlap

JGRW and BBLB overlap 0.0% by weight, across 0 shared holdings.

JGRWBBLB

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

JGRW0.0% of the fund is in shared holdings, of 27

BBLB0.0% of the fund is in shared holdings, of 40

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: JGRW, SEC Form N-PORT, May 31, 2026; BBLB, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 22 holding any

JGRW1.6% of its 13F dollars, 10.5% of its 19 holders

BBLB95.6% of its 13F dollars, 40.0% of its 5 holders

Largest institutions holding both

Firm	JGRW	BBLB
JPMorgan Chase & Co	$160K	$26.8M
Captrust Financial Advisors	$302K	$302K

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: JGRW institutional holders, BBLB institutional holders.

Frequently asked questions

How much do JGRW and BBLB overlap?

0.0% by weight, with 0 holdings in common, using holdings for JGRW as of May 31, 2026 and BBLB as of May 31, 2026.

Do institutions hold both JGRW and BBLB?

2 Form 13F filers report positions in both, out of 22 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%.