JAAA vs BIV overlap
JAAA and BIV 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: JAAA, SEC Form N-PORT, July 31, 2026; BIV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JAAA | BIV |
|---|---|---|
| Bank of America Corp. | $2.2B | $554.2M |
| Wells Fargo & Company | $393.8M | $2.0B |
| Envestnet Asset Management Inc. | $350.2M | $1.9B |
| Morgan Stanley | $1.1B | $665.4M |
| LPL Financial LLC | $657.8M | $411.1M |
| Northwestern Mutual Wealth Management Co | $29.1M | $983.5M |
| EP Wealth Advisors, LLC | $53.9M | $934.1M |
| Goldman Sachs Group Inc. | $15.9M | $862.8M |
| Raymond James Financial Inc. | $374.9M | $184.1M |
| Baird Financial Group, Inc. | $50.0M | $473.8M |
| Ameriprise Financial Inc. | $223.9M | $299.6M |
| UBS Group AG | $373.8M | $141.1M |
| Focus Partners Wealth | $478.3M | $12.5M |
| Cetera Investment Advisers | $297.9M | $137.5M |
| Royal Bank of Canada | $271.0M | $157.8M |
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: JAAA institutional holders, BIV institutional holders.
Frequently asked questions
How much do JAAA and BIV overlap?
0.0% by weight, with 0 holdings in common, using holdings for JAAA as of July 31, 2026 and BIV as of June 30, 2026.
Do institutions hold both JAAA and BIV?
329 Form 13F filers report positions in both, out of 1,595 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%.