LQD vs BNDX overlap
LQD and BNDX overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (LQD: May 31, 2026, BNDX: 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: LQD, SEC Form N-PORT, May 31, 2026; BNDX, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | LQD | BNDX |
|---|---|---|
| JPMorgan Chase & Co | $224.5M | $15.1B |
| Bank of America Corp. | $2.8B | $6.2B |
| Envestnet Asset Management Inc. | $665.5M | $3.0B |
| Vanguard Advisers Inc. | $24K | $2.8B |
| Morgan Stanley | $1.9B | $245.6M |
| BlackRock, Inc. | $2.1B | $43K |
| Mercer Global Advisors Inc. | $9.6M | $1.9B |
| Savant Capital, LLC | $7.7M | $1.9B |
| Wealthfront Advisers LLC | $1.4B | $5.0M |
| Financial Engines Advisors L.L.C. | $1.2B | $4.0M |
| Nuveen, LLC | $1.1B | $54.1M |
| LPL Financial LLC | $487.5M | $555.4M |
| Betterment LLC | $12.7M | $983.2M |
| Goldman Sachs Group Inc. | $817.4M | $25.7M |
| Royal Bank of Canada | $304.9M | $501.6M |
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: LQD institutional holders, BNDX institutional holders.
Frequently asked questions
How much do LQD and BNDX overlap?
0.0% by weight, with 0 holdings in common, using holdings for LQD as of May 31, 2026 and BNDX as of July 31, 2026.
Do institutions hold both LQD and BNDX?
481 Form 13F filers report positions in both, out of 1,748 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%.