BBIN vs BBAX overlap
BBIN and BBAX overlap 10.3% by weight, across 91 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | BBIN | BBAX | Overlap |
|---|---|---|---|
| BHP Group Ltd.BHP | 0.98% | 9.50% | 0.98% |
| Commonw BK AustrCBA | 0.96% | 9.31% | 0.96% |
| DBS Group HldgsDBS | 0.54% | 5.23% | 0.54% |
| AIA1299 | 0.48% | 4.69% | 0.48% |
| Westpac BankingWBC | 0.41% | 4.03% | 0.41% |
| NATL AUST BankNAB | 0.41% | 3.94% | 0.41% |
| ANZ Group HoldinANZ | 0.36% | 3.49% | 0.36% |
| OCBC BankOCBC | 0.34% | 3.29% | 0.34% |
| Wesfarmers Ltd.WES | 0.33% | 3.16% | 0.33% |
| Macquarie GroupMQG | 0.30% | 2.87% | 0.30% |
| HKEX388 | 0.28% | 2.77% | 0.28% |
| United OverseasUOB | 0.20% | 1.98% | 0.20% |
| Woodside EnergyWDS | 0.20% | 1.98% | 0.20% |
| Rio Tinto Ltd.RIO | 0.20% | 1.97% | 0.20% |
| CSL Ltd.CSL | 0.19% | 1.86% | 0.19% |
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: BBIN, SEC Form N-PORT, July 31, 2026; BBAX, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | BBIN | BBAX |
|---|---|---|
| JPMorgan Chase & Co | $4.4B | $5.2B |
| Bank of America Corp. | $52.6M | $594.4M |
| Integrated Wealth Concepts LLC | $280.5M | $14K |
| Morgan Stanley | $246.2M | $21.3M |
| Jane Street Group, LLC | $37.4M | $14.4M |
| Assetmark, Inc. | $33.8M | $30K |
| Cetera Investment Advisers | $31.4M | $502K |
| Osaic Holdings, Inc. | $31.0M | $234K |
| LPL Financial LLC | $22.3M | $7.2M |
| Focus Partners Wealth | $11.8M | $216K |
| Envestnet Asset Management Inc. | $9.0M | $699K |
| Raymond James Financial Inc. | $8.5M | $937K |
| MML Investors Services, LLC | $6.9M | $1.8M |
| Clearstead Advisors, LLC | $7.4M | $236K |
| UBS Group AG | $35K | $5.9M |
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: BBIN institutional holders, BBAX institutional holders.
Frequently asked questions
How much do BBIN and BBAX overlap?
10.3% by weight, with 91 holdings in common, using holdings for BBIN as of July 31, 2026 and BBAX as of July 31, 2026. The largest shared position is BHP.
Do institutions hold both BBIN and BBAX?
42 Form 13F filers report positions in both, out of 220 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%.