BSMS vs BSMQ overlap
BSMS and BSMQ overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: BSMS, SEC Form N-PORT, May 31, 2026; BSMQ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | BSMS | BSMQ |
|---|---|---|
| LPL Financial LLC | $12.3M | $10.9M |
| Invesco Ltd. | $9.8M | $9.9M |
| Bank of America Corp. | $7.0M | $9.8M |
| Wells Fargo & Company | $3.8M | $12.9M |
| Morgan Stanley | $10.1M | $5.8M |
| Truist Financial Corp. | $7.6M | $7.9M |
| Raymond James Financial Inc. | $9.9M | $3.9M |
| Integrated Wealth Concepts LLC | $6.1M | $6.1M |
| Atlantic Union Bankshares Corp | $6.1M | $5.2M |
| NewEdge Advisors, LLC | $5.2M | $4.6M |
| Key Financial Inc | $2.6M | $6.9M |
| Osaic Holdings, Inc. | $4.0M | $5.2M |
| UBS Group AG | $4.4M | $4.5M |
| HighTower Advisors, LLC | $4.0M | $3.7M |
| Hills Bank & Trust Co | $4.4M | $3.2M |
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: BSMS institutional holders, BSMQ institutional holders.
Frequently asked questions
How much do BSMS and BSMQ overlap?
0.0% by weight, with 0 holdings in common, using holdings for BSMS as of May 31, 2026 and BSMQ as of May 31, 2026.
Do institutions hold both BSMS and BSMQ?
108 Form 13F filers report positions in both, out of 163 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%.