BUXX vs BSMR overlap
BUXX and BSMR 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: BUXX, SEC Form N-PORT, June 30, 2026; BSMR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | BUXX | BSMR |
|---|---|---|
| Stifel Financial Corp. | $23.1M | $1.9M |
| Jones Financial Companies LLLP | $11.9M | $1.8M |
| MML Investors Services, LLC | $7.7M | $2.3M |
| Osaic Holdings, Inc. | $3.6M | $3.9M |
| Integrated Wealth Concepts LLC | $110K | $7.2M |
| NewEdge Advisors, LLC | $1.9M | $5.1M |
| HighTower Advisors, LLC | $868K | $5.8M |
| Cambridge Investment Research Advisors, Inc. | $5.2M | $488K |
| Envestnet Asset Management Inc. | $2.5M | $3.1M |
| UBS Group AG | $10K | $5.2M |
| Summit Financial, LLC | $892K | $3.7M |
| Commonwealth Equity Services, LLC | $1.9M | $2.6M |
| Farther Finance Advisors, LLC | $4.0M | $229K |
| Hobbs Group Advisors, LLC | $3.0M | $672K |
| Meridian Wealth Management, LLC | $692K | $921K |
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: BUXX institutional holders, BSMR institutional holders.
Frequently asked questions
How much do BUXX and BSMR overlap?
0.0% by weight, with 0 holdings in common, using holdings for BUXX as of June 30, 2026 and BSMR as of May 31, 2026.
Do institutions hold both BUXX and BSMR?
18 Form 13F filers report positions in both, out of 192 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%.