LQD vs BSV overlap

LQD and BSV overlap 8.3% by weight, across 710 shared holdings.

LQDBSV

Pick 2 to 4 ETFs.

8.3%

overlap by weight, across 710 shared holdings

LQD21.5% of the fund is in shared holdings, of 3,135

BSV8.6% of the fund is in shared holdings, of 3,185

Top shared holdings

Holding	LQD	BSV	Overlap
JPMorgan ChaseJPM	0.11%	0.08%	0.08%
Goldman Sachs GPGS	0.09%	0.07%	0.07%
Goldman Sachs GPGS	0.06%	0.08%	0.06%
Bank of AMER CRP	0.06%	0.06%	0.06%
Abbvie Inc.	0.13%	0.06%	0.06%
Morgan Stanley	0.06%	0.05%	0.05%
Morgan StanleyMS	0.08%	0.05%	0.05%
Wells Fargo Co	0.07%	0.05%	0.05%
JPMorgan ChaseJPM	0.05%	0.06%	0.05%
Morgan StanleyMS	0.07%	0.05%	0.05%
T-Mobile USA Inc.TMUS	0.16%	0.05%	0.05%
Goldman Sachs GP	0.06%	0.04%	0.04%
Boeing CoBA	0.09%	0.04%	0.04%
Wells Fargo CoWFC	0.05%	0.04%	0.04%
Bank of AMER CRPBAC	0.06%	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: LQD, SEC Form N-PORT, May 31, 2026; BSV, SEC Form N-PORT, June 30, 2026.

519

institutions report holding both, of 1,950 holding any

LQD58.6% of its 13F dollars, 46.6% of its 1,114 holders

BSV78.2% of its 13F dollars, 38.3% of its 1,355 holders

Largest institutions holding both

Firm	LQD	BSV
Mercer Global Advisors Inc.	$9.6M	$3.9B
Bank of America Corp.	$2.8B	$955.9M
Morgan Stanley	$1.9B	$1.8B
Creative Planning	$75.6M	$3.4B
Envestnet Asset Management Inc.	$665.5M	$2.5B
Goldman Sachs Group Inc.	$817.4M	$1.6B
BlackRock, Inc.	$2.1B	$30.4M
JPMorgan Chase & Co	$224.5M	$1.3B
Wealthfront Advisers LLC	$1.4B	$4.9M
Financial Engines Advisors L.L.C.	$1.2B	$18.5M
Allworth Financial LP	$682K	$1.2B
Nuveen, LLC	$1.1B	$755K
LPL Financial LLC	$487.5M	$565.7M
Wells Fargo & Company	$508.9M	$526.5M
Northern Trust Corp.	$196.8M	$773.9M

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: LQD institutional holders, BSV institutional holders.

Frequently asked questions

How much do LQD and BSV overlap?

8.3% by weight, with 710 holdings in common, using holdings for LQD as of May 31, 2026 and BSV as of June 30, 2026. The largest shared position is JPM.

Do institutions hold both LQD and BSV?

519 Form 13F filers report positions in both, out of 1,950 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%.