YLD vs BBAG overlap
YLD and BBAG overlap 0.0% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | YLD | BBAG | Overlap |
|---|---|---|---|
| US Treasury N/B | 0.30% | 0.04% | 0.04% |
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: YLD, SEC Form N-PORT, June 30, 2026; BBAG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | YLD | BBAG |
|---|---|---|
| JPMorgan Chase & Co | $5.8M | $224.6M |
| Envestnet Asset Management Inc. | $82.7M | $10.5M |
| LPL Financial LLC | $29.1M | $34.2M |
| Wells Fargo & Company | $36.6M | $3K |
| Janney Montgomery Scott LLC | $283K | $28.3M |
| Raymond James Financial Inc. | $16.5M | $914K |
| MLG Wealth Management DBA Pine Grove Financial Group | $5.6M | $2.7M |
| Osaic Holdings, Inc. | $5.0M | $2.6M |
| Integrated Wealth Concepts LLC | $6.7M | $651K |
| Royal Bank of Canada | $7.0M | $3K |
| US Bancorp | $5.8M | $100K |
| Citadel Advisors LLC | $346K | $5.1M |
| Cambridge Investment Research Advisors, Inc. | $1.9M | $3.1M |
| CreativeOne Wealth, LLC | $2.1M | $282K |
| Steward Partners Investment Advisory, LLC | $1.5M | $211K |
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: YLD institutional holders, BBAG institutional holders.
Frequently asked questions
How much do YLD and BBAG overlap?
0.0% by weight, with 1 holdings in common, using holdings for YLD as of June 30, 2026 and BBAG as of May 31, 2026. The largest shared position is US TREASURY N/B.
Do institutions hold both YLD and BBAG?
25 Form 13F filers report positions in both, out of 152 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%.