LMUB vs BKAG overlap
LMUB and BKAG overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (LMUB: May 31, 2026, BKAG: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: LMUB, SEC Form N-PORT, May 31, 2026; BKAG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | LMUB | BKAG |
|---|---|---|
| Envestnet Asset Management Inc. | $660.1M | $4.4M |
| LPL Financial LLC | $340.0M | $7.2M |
| Bank of New York Mellon Corp | $9.0M | $264.1M |
| JPMorgan Chase & Co | $143.2M | $3.5M |
| Morgan Stanley | $83.5M | $10.0M |
| Integrated Wealth Concepts LLC | $731K | $66.9M |
| Cetera Investment Advisers | $61.4M | $2.3M |
| Park Avenue Securities LLC | $59.6M | $2.0M |
| Aptus Capital Advisors, LLC | $158K | $47.7M |
| Envestnet Portfolio Solutions, Inc. | $45.3M | $1.0M |
| Sanctuary Advisors, LLC | $26.3M | $870K |
| Royal Bank of Canada | $122K | $20.6M |
| Foundations Investment Advisors, LLC | $17.5M | $380K |
| Osaic Holdings, Inc. | $2.7M | $6.0M |
| Jane Street Group, LLC | $6.3M | $1.6M |
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: LMUB institutional holders, BKAG institutional holders.
Frequently asked questions
How much do LMUB and BKAG overlap?
0.0% by weight, with 0 holdings in common, using holdings for LMUB as of May 31, 2026 and BKAG as of July 31, 2026.
Do institutions hold both LMUB and BKAG?
29 Form 13F filers report positions in both, out of 249 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%.