SLQD vs JPIB overlap
SLQD and JPIB overlap 1.3% by weight, across 49 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SLQD: July 31, 2026, JPIB: May 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
| Holding | SLQD | JPIB | Overlap |
|---|---|---|---|
| HSBC Holdings | 0.07% | 0.16% | 0.07% |
| Takeda Pharmaceu | 0.06% | 0.06% | 0.06% |
| Bank of AMER CRP | 0.10% | 0.06% | 0.06% |
| Ford Motor Credi | 0.05% | 0.10% | 0.05% |
| Barclays PLC | 0.05% | 0.27% | 0.05% |
| Morgan Stanley | 0.08% | 0.04% | 0.04% |
| Expand EnrgyEXE | 0.04% | 0.04% | 0.04% |
| Wells Fargo Co | 0.14% | 0.04% | 0.04% |
| Banco Santander | 0.05% | 0.04% | 0.04% |
| Santander UK GRP | 0.04% | 0.35% | 0.04% |
| Morgan Stanley | 0.10% | 0.04% | 0.04% |
| Citigroup Inc.C | 0.10% | 0.04% | 0.04% |
| Natwest Group | 0.04% | 0.32% | 0.04% |
| Mitsub UFJ FIN | 0.05% | 0.03% | 0.03% |
| Goldman Sachs GP | 0.06% | 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: SLQD, SEC Form N-PORT, July 31, 2026; JPIB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SLQD | JPIB |
|---|---|---|
| Morgan Stanley | $128.2M | $27.5M |
| LPL Financial LLC | $59.8M | $82.1M |
| Bank of America Corp. | $31.2M | $57.1M |
| Raymond James Financial Inc. | $41.5M | $42.5M |
| MAI Capital Management | $64.2M | $10.6M |
| HighTower Advisors, LLC | $9.5M | $48.0M |
| Royal Bank of Canada | $43.1M | $10.0M |
| Cetera Investment Advisers | $13.3M | $39.1M |
| Parallel Advisors, LLC | $551K | $47.8M |
| Northwestern Mutual Wealth Management Co | $11.1M | $27.5M |
| NewEdge Advisors, LLC | $25.4M | $7.6M |
| Envestnet Asset Management Inc. | $10.6M | $22.1M |
| Creative Financial Designs Inc. | $22.6M | $6.1M |
| Commonwealth Equity Services, LLC | $7.3M | $15.7M |
| Summit Financial, LLC | $6.6M | $10.3M |
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: SLQD institutional holders, JPIB institutional holders.
Frequently asked questions
How much do SLQD and JPIB overlap?
1.3% by weight, with 49 holdings in common, using holdings for SLQD as of July 31, 2026 and JPIB as of May 31, 2026. The largest shared position is HSBC HOLDINGS.
Do institutions hold both SLQD and JPIB?
71 Form 13F filers report positions in both, out of 429 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%.