BKMC vs AQEC overlap
BKMC and AQEC overlap 1.9% by weight, across 7 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | BKMC | AQEC | Overlap |
|---|---|---|---|
| CH RobinsonCHRW | 0.43% | 1.57% | 0.43% |
| TransunionTRU | 0.39% | 1.62% | 0.39% |
| SolventumSOLV | 0.31% | 1.52% | 0.31% |
| Gartner Inc.IT | 0.27% | 1.52% | 0.27% |
| News Corp.-CL aNWSA | 0.25% | 1.48% | 0.25% |
| Zillow GRO-CZ | 0.16% | 1.46% | 0.16% |
| Ryan Specialty HRYAN | 0.14% | 1.70% | 0.14% |
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: BKMC, SEC Form N-PORT, July 31, 2026; AQEC, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | BKMC | AQEC |
|---|---|---|
| Arlington Trust Co LLC | $156K | $551.9M |
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: BKMC institutional holders, AQEC institutional holders.
Frequently asked questions
How much do BKMC and AQEC overlap?
1.9% by weight, with 7 holdings in common, using holdings for BKMC as of July 31, 2026 and AQEC as of June 30, 2026. The largest shared position is CHRW.
Do institutions hold both BKMC and AQEC?
1 Form 13F filers report positions in both, out of 47 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%.