MBB vs BND overlap

MBB and BND overlap 5.2% by weight, across 1,358 shared holdings.

MBBBND

Pick 2 to 4 ETFs.

5.2%

overlap by weight, across 1,358 shared holdings

MBB29.0% of the fund is in shared holdings, of 11,144

BND6.6% of the fund is in shared holdings, of 17,396

Top shared holdings

Holding	MBB	BND	Overlap
FN Ma4325	0.12%	0.06%	0.06%
G2 Mb0936	0.06%	0.06%	0.06%
G2 Mb0024	0.15%	0.05%	0.05%
FN Ma4305	0.30%	0.05%	0.05%
FN Ma4237	0.05%	0.06%	0.05%
FN Ma4208	0.11%	0.05%	0.05%
FR Sd8134	0.22%	0.04%	0.04%
G2 Mb0025	0.55%	0.04%	0.04%
FR Sd8146	1.05%	0.04%	0.04%
G2 Ma9906	0.04%	0.07%	0.04%
G2 Ma7311	0.04%	0.04%	0.04%
G2 Ma8428	0.05%	0.04%	0.04%
G2 Ma7704	0.10%	0.04%	0.04%
G2 Ma7827	0.15%	0.04%	0.04%
FR Sd8182	0.24%	0.03%	0.03%

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: MBB, SEC Form N-PORT, May 31, 2026; BND, SEC Form N-PORT, June 30, 2026.

627

institutions report holding both, of 2,222 holding any

MBB90.0% of its 13F dollars, 61.1% of its 1,026 holders

BND77.1% of its 13F dollars, 34.4% of its 1,823 holders

Largest institutions holding both

Firm	MBB	BND
JPMorgan Chase & Co	$3.6B	$11.5B
Northwestern Mutual Wealth Management Co	$9.1M	$10.4B
Morgan Stanley	$1.1B	$9.2B
Creative Planning	$9.1M	$9.6B
Bank of America Corp.	$6.5B	$2.0B
Envestnet Asset Management Inc.	$2.9B	$1.8B
LPL Financial LLC	$2.6B	$1.5B
Savant Capital, LLC	$897K	$2.6B
Wells Fargo & Company	$275.3M	$2.1B
UBS Group AG	$1.7B	$451.1M
Ameriprise Financial Inc.	$1.3B	$702.0M
SEI Investments Co	$225.0M	$1.5B
Allworth Financial LP	$286.9M	$1.4B
TIAA Wealth Investment Management LLC	$1.4B	$331K
Goldman Sachs Group Inc.	$162.2M	$1.1B

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: MBB institutional holders, BND institutional holders.

Frequently asked questions

How much do MBB and BND overlap?

5.2% by weight, with 1,358 holdings in common, using holdings for MBB as of May 31, 2026 and BND as of June 30, 2026. The largest shared position is FN MA4325.

Do institutions hold both MBB and BND?

627 Form 13F filers report positions in both, out of 2,222 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%.