SPBO vs CRUX overlap
SPBO and CRUX overlap 2.7% by weight, across 73 shared holdings.
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Top shared holdings
| Holding | SPBO | CRUX | Overlap |
|---|---|---|---|
| Abbvie Inc.ABBV | 0.14% | 0.19% | 0.14% |
| Bank of AMER CRP | 0.08% | 0.23% | 0.08% |
| Canadian Pacific | 0.08% | 0.35% | 0.08% |
| Abbott LabsABT | 0.07% | 0.26% | 0.07% |
| HSBC Holdings | 0.07% | 0.38% | 0.07% |
| Unitedhealth GRPUNH | 0.11% | 0.07% | 0.07% |
| Bank of AMER CRP | 0.07% | 0.23% | 0.07% |
| Wells Fargo Co | 0.14% | 0.07% | 0.07% |
| Morgan StanleyMS | 0.07% | 0.11% | 0.07% |
| John Deere Cap | 0.07% | 0.32% | 0.07% |
| Morgan Stanley | 0.06% | 0.23% | 0.06% |
| Unitedhealth GRP | 0.06% | 0.11% | 0.06% |
| META Platforms | 0.06% | 0.31% | 0.06% |
| JPMorgan ChaseJPM | 0.06% | 0.92% | 0.06% |
| At&T Inc. | 0.06% | 0.15% | 0.06% |
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: SPBO, SEC Form N-PORT, June 30, 2026; CRUX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SPBO | CRUX |
|---|---|---|
| Ameriprise Financial Inc. | $241.7M | $746.7M |
| Bank of America Corp. | $55.6M | $397.9M |
| LPL Financial LLC | $80.9M | $41.0M |
| St Germain D J Co Inc. | $54.4M | $21K |
| Osaic Holdings, Inc. | $47.4M | $4.2M |
| Sanctuary Advisors, LLC | $882K | $39.2M |
| Wells Fargo & Company | $11.0M | $21.1M |
| Morgan Stanley | $32.0M | $929 |
| Modern Wealth Management, LLC | $20.6M | $293K |
| Royal Bank of Canada | $12.6M | $2.6M |
| Susquehanna International Group, LLP | $10.6M | $269K |
| Jones Financial Companies LLLP | $2K | $9.1M |
| Private Advisor Group, LLC | $5.4M | $3.6M |
| JPMorgan Chase & Co | $7.6M | $500K |
| Citadel Advisors LLC | $2.5M | $3.8M |
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: SPBO institutional holders, CRUX institutional holders.
Frequently asked questions
How much do SPBO and CRUX overlap?
2.7% by weight, with 73 holdings in common, using holdings for SPBO as of June 30, 2026 and CRUX as of June 30, 2026. The largest shared position is ABBV.
Do institutions hold both SPBO and CRUX?
24 Form 13F filers report positions in both, out of 211 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%.