★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.
Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Antique route map of roads converging on a single obelisk crossroads

Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Jones Financial Companies Lllp ⇄ Bank Of America Corp /De/

60Shared positions
69.2%Name overlap (Jaccard)
15+Only Jones…
15+Only Bank Of…

Shared holdings · Q2 2026

SecurityJones Financial… weightBank Of America… weight
VUG Vanguard Morningstar… 7.3% 1.9%
IVV iShares Core S&P 500 ETF 5.7% 1.1%
VOO Vanguard S&P 500 ETF 5.0% 1.2%
SPYM State Street SPDR… 5.8% 0.3%
VTV Vanguard Morningstar… 3.9% 1.9%
IEFA iShares Core MSCI EAFE ETF 4.3% 1.3%
IWR iShares Russell Mid-Cap… 4.4% 0.5%
AGG iShares Core U.S.… 4.4% 0.4%
VO Vanguard Morningstar… 3.5% 0.4%
NVDA NVIDIA Corporation 1.2% 2.5%
AAPL Apple Inc. 1.1% 2.4%
VV Vanguard Morningstar… 2.6% 0.1%
MSFT Microsoft Corporation 0.9% 1.8%
GOOGL Alphabet Inc. 0.9% 1.7%
VEA Vanguard FTSE Developed… 1.6% 0.9%
AMZN Amazon.com, Inc. 0.9% 1.4%
AVGO Broadcom Inc. 0.6% 1.5%
IEMG iShares Core MSCI… 0.7% 1.2%
SPY State Street SPDR S&P 500… 0.3% 1.5%
SCZ iShares MSCI EAFE… 1.8% 0.0%
JPM JPMorgan Chase & Co. 0.3% 1.5%
IJR iShares Core S&P… 1.3% 0.3%
IUSB iShares Core Universal… 1.6% 0.0%
USHY iShares Broad USD High… 1.5% 0.1%
IWB iShares Russell 1000 ETF 1.4% 0.1%
AVDV Avantis International… 1.4% 0.0%
LLY Eli Lilly and Company 0.4% 0.9%
IUSG iShares Core S&P U.S.… 0.5% 0.6%
META Meta Platforms, Inc. 0.3% 0.8%
IWF iShares Russell 1000… 0.2% 0.9%
GOOG Alphabet Inc. 0.3% 0.7%
MU Micron Technology, Inc. 0.2% 0.8%
QQQ Invesco QQQ Trust, Series… 0.2% 0.8%
IUSV iShares Core S&P U.S.… 0.4% 0.6%
IWD iShares Russell 1000… 0.3% 0.7%
VGT Vanguard Information… 0.0% 0.9%
DFIS Dimensional -… 0.9% 0.0%
IWM iShares Russell 2000 ETF 0.1% 0.7%
V Visa Inc. 0.3% 0.5%
TSM Taiwan Semiconductor… 0.3% 0.5%
AMD Advanced Micro Devices… 0.3% 0.5%
VB Vanguard Morningstar… 0.3% 0.4%
GOVT iShares U.S. Treasury… 0.0% 0.7%
VWO Vanguard FTSE Emerging… 0.1% 0.6%
VONG Vanguard Russell 1000… 0.1% 0.6%
XONA.DE Exxon Mobil Corporation 0.2% 0.6%
VCIT Vanguard… 0.0% 0.6%
TSLA Tesla, Inc. 0.1% 0.5%
IJH iShares Core S&P Mid-Cap… 0.3% 0.3%
PANW Palo Alto Networks, Inc. 0.1% 0.5%
WMT Walmart Inc. 0.1% 0.5%
JNJ Johnson & Johnson 0.2% 0.4%
COST Costco Wholesale… 0.1% 0.4%
VIG Vanguard Dividend… 0.2% 0.3%
EFA iShares MSCI EAFE ETF 0.3% 0.3%
DGRO iShares Core Dividend… 0.4% 0.1%
QQQM Invesco NASDAQ 100 ETF 0.5% 0.0%
VTI Vanguard Morningstar… 0.2% 0.3%
GS The Goldman Sachs Group… 0.1% 0.4%
OEF iShares S&P 100 ETF 0.3% 0.2%

Distinctively Jones Financial…

JMEE JPMorgan Small & Mid… 0.0%
CGIC Capital Group… 0.0%
VCRM 0.0%
TOUS 0.0%
MFSB 0.0%
TBUX 0.0%
FRDM 0.0%
PTRB 0.0%
CLOI 0.0%
IDEQ 0.0%
HFGO 0.0%
QUVU 0.0%
BUXX 0.0%
FSIG First Trust Limited… 0.0%
TPIF 0.0%

Distinctively Bank Of America Corp…

HONA Honeywell Aerospace… 0.1%
NULG Nuveen ESG Large-Cap… 0.1%
NULV Nuveen ESG Large-Cap… 0.0%
JMBS Janus Henderson… 0.0%
BGIG 0.0%
HGER Harbor Commodity… 0.0%
CWI State Street SPDR… 0.0%
SMIG Bahl & Gaynor… 0.0%
FLGB 0.0%
KWEB KraneShares CSI China… 0.0%
PREF Principal Spectrum… 0.0%
VNLA Janus Henderson Short… 0.0%
FLCA 0.0%
SFLR 0.0%
CARY 0.0%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology