SPEM vs BBJP overlap
SPEM and BBJP 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: SPEM, SEC Form N-PORT, June 30, 2026; BBJP, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SPEM | BBJP |
|---|---|---|
| JPMorgan Chase & Co | $57.1M | $10.3B |
| Creative Planning | $1.1B | $2.6M |
| LPL Financial LLC | $926.0M | $34.7M |
| Morgan Stanley | $488.0M | $356.1M |
| Goldman Sachs Group Inc. | $576.9M | $10.1M |
| Allworth Financial LP | $373.9M | $43K |
| Envestnet Asset Management Inc. | $367.1M | $5.9M |
| Bank of America Corp. | $120.8M | $136.1M |
| HighTower Advisors, LLC | $183.3M | $52.1M |
| Ameriprise Financial Inc. | $180.6M | $10.8M |
| Cerity Partners LLC | $174.8M | $2.7M |
| Northwestern Mutual Wealth Management Co | $174.0M | $2.8M |
| UBS Group AG | $124.2M | $48.1M |
| Wells Fargo & Company | $115.8M | $1.5M |
| Focus Partners Wealth | $111.2M | $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: SPEM institutional holders, BBJP institutional holders.
Frequently asked questions
How much do SPEM and BBJP overlap?
0.0% by weight, with 0 holdings in common, using holdings for SPEM as of June 30, 2026 and BBJP as of July 31, 2026.
Do institutions hold both SPEM and BBJP?
152 Form 13F filers report positions in both, out of 1,138 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%.