REZ vs BBHY overlap
REZ and BBHY overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: REZ, SEC Form N-PORT, June 30, 2026; BBHY, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | REZ | BBHY |
|---|---|---|
| JPMorgan Chase & Co | $4.3M | $95.7M |
| Envestnet Asset Management Inc. | $5.9M | $70.2M |
| Morgan Stanley | $47.0M | $27.8M |
| LPL Financial LLC | $13.6M | $43.8M |
| Bank of America Corp. | $9.3M | $22.4M |
| Northwestern Mutual Wealth Management Co | $22.8M | $37K |
| Cornerstone Planning Group LLC | $20.4M | $9K |
| HighTower Advisors, LLC | $685K | $18.6M |
| Raymond James Financial Inc. | $15.8M | $3.4M |
| Janney Montgomery Scott LLC | $269K | $15.9M |
| Royal Bank of Canada | $15.3M | $224K |
| Osaic Holdings, Inc. | $7.3M | $4.4M |
| Cambridge Investment Research Advisors, Inc. | $2.9M | $6.0M |
| Cetera Investment Advisers | $4.6M | $3.6M |
| Summit Financial, LLC | $3.6M | $2.9M |
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: REZ institutional holders, BBHY institutional holders.
Frequently asked questions
How much do REZ and BBHY overlap?
0.0% by weight, with 0 holdings in common, using holdings for REZ as of June 30, 2026 and BBHY as of May 31, 2026.
Do institutions hold both REZ and BBHY?
42 Form 13F filers report positions in both, out of 234 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%.