SHY vs JAAA overlap
SHY and JAAA overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SHY: May 31, 2026, JAAA: 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: SHY, SEC Form N-PORT, May 31, 2026; JAAA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SHY | JAAA |
|---|---|---|
| Bank of America Corp. | $1.4B | $2.2B |
| Morgan Stanley | $2.0B | $1.1B |
| Captrust Financial Advisors | $1.7B | $4.0M |
| Allianz SE | $51.6M | $1.7B |
| LPL Financial LLC | $449.7M | $657.8M |
| BlackRock, Inc. | $1.0B | $23.2M |
| FMR LLC | $944.8M | $1.4M |
| Wells Fargo & Company | $466.6M | $393.8M |
| Raymond James Financial Inc. | $413.8M | $374.9M |
| UBS Group AG | $386.8M | $373.8M |
| JPMorgan Chase & Co | $741.8M | $14.7M |
| Ameriprise Financial Inc. | $509.7M | $223.9M |
| Envestnet Asset Management Inc. | $274.7M | $350.2M |
| Focus Partners Wealth | $99.4M | $478.3M |
| Royal Bank of Canada | $286.2M | $271.0M |
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: SHY institutional holders, JAAA institutional holders.
Frequently asked questions
How much do SHY and JAAA overlap?
0.0% by weight, with 0 holdings in common, using holdings for SHY as of May 31, 2026 and JAAA as of July 31, 2026.
Do institutions hold both SHY and JAAA?
406 Form 13F filers report positions in both, out of 1,710 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%.