MBOX vs BEDY overlap
MBOX and BEDY overlap 15.2% by weight, across 9 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | MBOX | BEDY | Overlap |
|---|---|---|---|
| JPMorgan ChaseJPM | 2.96% | 3.67% | 2.96% |
| Unitedhealth GRPUNH | 2.58% | 3.96% | 2.58% |
| Omnicom GroupOMC | 1.91% | 2.44% | 1.91% |
| SLB Ltd.SLB | 1.80% | 2.76% | 1.80% |
| Exxon Mobil Corp.XOM | 2.12% | 1.77% | 1.77% |
| Morgan StanleyMS | 2.83% | 1.44% | 1.44% |
| VOYA Financial IVOYA | 2.18% | 1.06% | 1.06% |
| Goldman Sachs GPGS | 2.33% | 0.90% | 0.90% |
| Marathon PetroleMPC | 2.11% | 0.73% | 0.73% |
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: MBOX, SEC Form N-PORT, June 30, 2026; BEDY, SEC Form N-PORT, May 29, 2026.
Largest institutions holding both
| Firm | MBOX | BEDY |
|---|---|---|
| HighTower Advisors, LLC | $715K | $861K |
| Royal Bank of Canada | $331K | $5K |
| Morgan Stanley | $56K | $51K |
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: MBOX institutional holders, BEDY institutional holders.
Frequently asked questions
How much do MBOX and BEDY overlap?
15.2% by weight, with 9 holdings in common, using holdings for MBOX as of June 30, 2026 and BEDY as of May 29, 2026. The largest shared position is JPM.
Do institutions hold both MBOX and BEDY?
3 Form 13F filers report positions in both, out of 45 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%.