CEMB vs BSMS overlap
CEMB and BSMS overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (CEMB: July 31, 2026, BSMS: 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
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: CEMB, SEC Form N-PORT, July 31, 2026; BSMS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | CEMB | BSMS |
|---|---|---|
| LPL Financial LLC | $6.5M | $12.3M |
| UBS Group AG | $12.2M | $4.4M |
| Morgan Stanley | $3.5M | $10.1M |
| Envestnet Asset Management Inc. | $9.3M | $3.2M |
| Raymond James Financial Inc. | $816K | $9.9M |
| Bank of America Corp. | $1.2M | $7.0M |
| Integrated Wealth Concepts LLC | $225K | $6.1M |
| Wells Fargo & Company | $2.3M | $3.8M |
| NewEdge Advisors, LLC | $420 | $5.2M |
| MML Investors Services, LLC | $2.5M | $2.6M |
| Osaic Holdings, Inc. | $282K | $4.0M |
| Ameriprise Financial Inc. | $3.2M | $785K |
| Citadel Advisors LLC | $2.2M | $1.4M |
| Private Advisor Group, LLC | $2.8M | $847K |
| Sanctuary Advisors, LLC | $947K | $1.9M |
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: CEMB institutional holders, BSMS institutional holders.
Frequently asked questions
How much do CEMB and BSMS overlap?
0.0% by weight, with 0 holdings in common, using holdings for CEMB as of July 31, 2026 and BSMS as of May 31, 2026.
Do institutions hold both CEMB and BSMS?
23 Form 13F filers report positions in both, out of 212 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%.