SPHY vs JBND overlap
SPHY and JBND 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: SPHY, SEC Form N-PORT, June 30, 2026; JBND, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SPHY | JBND |
|---|---|---|
| LPL Financial LLC | $229.9M | $1.1B |
| Bank of America Corp. | $694.9M | $238.2M |
| Ameriprise Financial Inc. | $219.9M | $420.1M |
| Allworth Financial LP | $131K | $486.9M |
| Envestnet Asset Management Inc. | $163.7M | $272.8M |
| JPMorgan Chase & Co | $50.9M | $373.4M |
| Cetera Investment Advisers | $93.1M | $285.1M |
| Wells Fargo & Company | $288.4M | $77.4M |
| Captrust Financial Advisors | $439K | $325.1M |
| Private Advisor Group, LLC | $2.9M | $208.4M |
| MML Investors Services, LLC | $99.6M | $80.4M |
| Janney Montgomery Scott LLC | $4.0M | $166.4M |
| Cambridge Investment Research Advisors, Inc. | $70.1M | $100.2M |
| Raymond James Financial Inc. | $24.3M | $145.7M |
| Morgan Stanley | $165.2M | $246K |
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: SPHY institutional holders, JBND institutional holders.
Frequently asked questions
How much do SPHY and JBND overlap?
0.0% by weight, with 0 holdings in common, using holdings for SPHY as of June 30, 2026 and JBND as of May 31, 2026.
Do institutions hold both SPHY and JBND?
139 Form 13F filers report positions in both, out of 746 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%.