SHLD vs JGLO overlap
SHLD and JGLO overlap 0.6% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SHLD: May 31, 2026, JGLO: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | SHLD | JGLO | Overlap |
|---|---|---|---|
| Palantir Techn-aPLTR | 7.07% | 0.60% | 0.60% |
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: SHLD, SEC Form N-PORT, May 31, 2026; JGLO, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SHLD | JGLO |
|---|---|---|
| JPMorgan Chase & Co | $257.7M | $4.3B |
| Bank of America Corp. | $604.8M | $4.4M |
| LPL Financial LLC | $315.9M | $54.8M |
| Morgan Stanley | $217.1M | $54.8M |
| Bank of Montreal | $187.5M | $3K |
| Envestnet Asset Management Inc. | $81.4M | $38.2M |
| Raymond James Financial Inc. | $74.3M | $1.3M |
| Osaic Holdings, Inc. | $59.5M | $3.4M |
| Vestmark Advisory Solutions, Inc. | $11.8M | $49.8M |
| Stifel Financial Corp. | $58.1M | $1.1M |
| Northwestern Mutual Wealth Management Co | $56.6M | $1K |
| Cetera Investment Advisers | $37.3M | $13.2M |
| Jane Street Group, LLC | $45.6M | $3.2M |
| Cambridge Investment Research Advisors, Inc. | $26.2M | $18.9M |
| UBS Group AG | $43.4M | $688K |
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: SHLD institutional holders, JGLO institutional holders.
Frequently asked questions
How much do SHLD and JGLO overlap?
0.6% by weight, with 1 holdings in common, using holdings for SHLD as of May 31, 2026 and JGLO as of July 31, 2026. The largest shared position is PLTR.
Do institutions hold both SHLD and JGLO?
75 Form 13F filers report positions in both, out of 641 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%.