DIVN vs BSMT overlap

DIVN and BSMT overlap 0.0% by weight, across 0 shared holdings.

DIVNBSMT

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

DIVN0.0% of the fund is in shared holdings, of 126

BSMT0.0% of the fund is in shared holdings, of 1,797

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: DIVN, SEC Form N-PORT, May 31, 2026; BSMT, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 131 holding any

DIVN19.6% of its 13F dollars, 27.3% of its 11 holders

BSMT3.6% of its 13F dollars, 2.4% of its 123 holders

Largest institutions holding both

Firm	DIVN	BSMT
Envestnet Asset Management Inc.	$31.3M	$2.4M
Cambridge Investment Research Advisors, Inc.	$4.7M	$438K
Osaic Holdings, Inc.	$845K	$3.9M

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: DIVN institutional holders, BSMT institutional holders.

Frequently asked questions

How much do DIVN and BSMT overlap?

0.0% by weight, with 0 holdings in common, using holdings for DIVN as of May 31, 2026 and BSMT as of May 31, 2026.

Do institutions hold both DIVN and BSMT?

3 Form 13F filers report positions in both, out of 131 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%.