EMHC vs BSMT overlap
EMHC and BSMT 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: EMHC, SEC Form N-PORT, June 30, 2026; BSMT, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | EMHC | BSMT |
|---|---|---|
| LPL Financial LLC | $41.1M | $7.5M |
| Envestnet Asset Management Inc. | $22.3M | $2.4M |
| Assetmark, Inc. | $14.2M | $15K |
| Raymond James Financial Inc. | $844K | $8.8M |
| NewEdge Advisors, LLC | $3.3M | $5.0M |
| HighTower Advisors, LLC | $2.2M | $5.2M |
| Bank of America Corp. | $432K | $6.8M |
| Cambridge Investment Research Advisors, Inc. | $6.2M | $438K |
| Integrated Wealth Concepts LLC | $62K | $5.8M |
| Morgan Stanley | $4K | $5.7M |
| Osaic Holdings, Inc. | $794K | $3.9M |
| Jane Street Group, LLC | $3.4M | $595K |
| UBS Group AG | $3K | $3.6M |
| MML Investors Services, LLC | $1.4M | $1.8M |
| Cetera Investment Advisers | $2.4M | $423K |
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: EMHC institutional holders, BSMT institutional holders.
Frequently asked questions
How much do EMHC and BSMT overlap?
0.0% by weight, with 0 holdings in common, using holdings for EMHC as of June 30, 2026 and BSMT as of May 31, 2026.
Do institutions hold both EMHC and BSMT?
29 Form 13F filers report positions in both, out of 197 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%.