BBSC vs AVMV overlap

BBSC and AVMV overlap 2.1% by weight, across 33 shared holdings.

BBSCAVMV

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2.1%

overlap by weight, across 33 shared holdings

BBSC6.7% of the fund is in shared holdings, of 852

AVMV2.1% of the fund is in shared holdings, of 304

These funds report on different dates (BBSC: July 31, 2026, AVMV: May 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	BBSC	AVMV	Overlap
Viasat Inc.VSAT	0.33%	0.18%	0.18%
Primoris ServicePRIM	0.18%	0.18%	0.18%
Clear Secure I-aYOU	0.20%	0.17%	0.17%
Argan Inc.AGX	0.29%	0.14%	0.14%
Globalstar Inc.GSAT	0.17%	0.13%	0.13%
Noble Corp. PLCNE	0.20%	0.13%	0.13%
Galaxy Digital IGLXY	0.15%	0.12%	0.12%
Brinker IntlEAT	0.36%	0.11%	0.11%
SM Energy CoSM	0.30%	0.11%	0.11%
Terex Corp.TEX	0.28%	0.11%	0.11%
Urban OutfitterURBN	0.13%	0.10%	0.10%
Stonex Group Inc.SNEX	0.32%	0.09%	0.09%
Arrowhead PharmaARWR	0.41%	0.07%	0.07%
LEVI Strauss-aLEVI	0.09%	0.06%	0.06%
Transocean Ltd.RIG	0.21%	0.05%	0.05%

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: BBSC, SEC Form N-PORT, July 31, 2026; AVMV, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 112 holding any

BBSC1.7% of its 13F dollars, 27.6% of its 29 holders

AVMV10.9% of its 13F dollars, 8.8% of its 91 holders

Largest institutions holding both

Firm	BBSC	AVMV
LPL Financial LLC	$7.0M	$18.2M
Northwestern Mutual Wealth Management Co	$112K	$23.8M
Morgan Stanley	$827K	$11.1M
Farther Finance Advisors, LLC	$4K	$5.1M
Osaic Holdings, Inc.	$1.4M	$1.5M
Global Retirement Partners, LLC	$2K	$860K
IFP Advisors, Inc	$8K	$50K
Geneos Wealth Management Inc.	$50K	$805

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: BBSC institutional holders, AVMV institutional holders.

Frequently asked questions

How much do BBSC and AVMV overlap?

2.1% by weight, with 33 holdings in common, using holdings for BBSC as of July 31, 2026 and AVMV as of May 31, 2026. The largest shared position is VSAT.

Do institutions hold both BBSC and AVMV?

8 Form 13F filers report positions in both, out of 112 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%.