LQD vs BSV overlap
LQD and BSV overlap 8.3% by weight, across 710 shared holdings.
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Top shared holdings
| Holding | LQD | BSV | Overlap |
|---|---|---|---|
| JPMorgan ChaseJPM | 0.11% | 0.08% | 0.08% |
| Goldman Sachs GPGS | 0.09% | 0.07% | 0.07% |
| Goldman Sachs GPGS | 0.06% | 0.08% | 0.06% |
| Bank of AMER CRP | 0.06% | 0.06% | 0.06% |
| Abbvie Inc. | 0.13% | 0.06% | 0.06% |
| Morgan Stanley | 0.06% | 0.05% | 0.05% |
| Morgan StanleyMS | 0.08% | 0.05% | 0.05% |
| Wells Fargo Co | 0.07% | 0.05% | 0.05% |
| JPMorgan ChaseJPM | 0.05% | 0.06% | 0.05% |
| Morgan StanleyMS | 0.07% | 0.05% | 0.05% |
| T-Mobile USA Inc.TMUS | 0.16% | 0.05% | 0.05% |
| Goldman Sachs GP | 0.06% | 0.04% | 0.04% |
| Boeing CoBA | 0.09% | 0.04% | 0.04% |
| Wells Fargo CoWFC | 0.05% | 0.04% | 0.04% |
| Bank of AMER CRPBAC | 0.06% | 0.04% | 0.04% |
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; BSV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | LQD | BSV |
|---|---|---|
| Mercer Global Advisors Inc. | $9.6M | $3.9B |
| Bank of America Corp. | $2.8B | $955.9M |
| Morgan Stanley | $1.9B | $1.8B |
| Creative Planning | $75.6M | $3.4B |
| Envestnet Asset Management Inc. | $665.5M | $2.5B |
| Goldman Sachs Group Inc. | $817.4M | $1.6B |
| BlackRock, Inc. | $2.1B | $30.4M |
| JPMorgan Chase & Co | $224.5M | $1.3B |
| Wealthfront Advisers LLC | $1.4B | $4.9M |
| Financial Engines Advisors L.L.C. | $1.2B | $18.5M |
| Allworth Financial LP | $682K | $1.2B |
| Nuveen, LLC | $1.1B | $755K |
| LPL Financial LLC | $487.5M | $565.7M |
| Wells Fargo & Company | $508.9M | $526.5M |
| Northern Trust Corp. | $196.8M | $773.9M |
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, BSV institutional holders.
Frequently asked questions
How much do LQD and BSV overlap?
8.3% by weight, with 710 holdings in common, using holdings for LQD as of May 31, 2026 and BSV as of June 30, 2026. The largest shared position is JPM.
Do institutions hold both LQD and BSV?
519 Form 13F filers report positions in both, out of 1,950 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%.