LDRX vs BIBL overlap

LDRX and BIBL overlap 1.0% by weight, across 2 shared holdings.

LDRXBIBL

Pick 2 to 4 ETFs.

1.0%

overlap by weight, across 2 shared holdings

LDRX1.0% of the fund is in shared holdings, of 100

BIBL10.3% of the fund is in shared holdings, of 100

Top shared holdings

Holding	LDRX	BIBL	Overlap
Caterpillar Inc.CAT	0.84%	8.80%	0.84%
Simon PropertySPG	0.13%	1.47%	0.13%

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: LDRX, SEC Form N-PORT, May 31, 2026; BIBL, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 149 holding any

LDRX4.3% of its 13F dollars, 33.3% of its 9 holders

BIBL11.5% of its 13F dollars, 2.1% of its 143 holders

Largest institutions holding both

Firm	LDRX	BIBL
LPL Financial LLC	$420K	$33.5M
Royal Bank of Canada	$8.3M	$1.2M
Wells Fargo & Company	$4.2M	$233K

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: LDRX institutional holders, BIBL institutional holders.

Frequently asked questions

How much do LDRX and BIBL overlap?

1.0% by weight, with 2 holdings in common, using holdings for LDRX as of May 31, 2026 and BIBL as of May 31, 2026. The largest shared position is CAT.

Do institutions hold both LDRX and BIBL?

3 Form 13F filers report positions in both, out of 149 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%.