ESML vs BSVO overlap
ESML and BSVO overlap 5.4% by weight, across 82 shared holdings.
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Top shared holdings
| Holding | ESML | BSVO | Overlap |
|---|---|---|---|
| Beacon FinancialBBT | 0.18% | 0.48% | 0.18% |
| Andersons Inc.ANDE | 0.15% | 0.46% | 0.15% |
| Viasat Inc.VSAT | 0.14% | 1.05% | 0.14% |
| Harley-DavidsonHOG | 0.14% | 0.46% | 0.14% |
| Central PacificCPF | 0.13% | 0.20% | 0.13% |
| Banner CorporatiBANR | 0.13% | 0.41% | 0.13% |
| Benchmark ElectrBHE | 0.13% | 0.70% | 0.13% |
| Encore Capital GECPG | 0.12% | 0.43% | 0.12% |
| Camden NationalCAC | 0.12% | 0.17% | 0.12% |
| Trinity IndustriTRN | 0.10% | 0.51% | 0.10% |
| Visteon Corp.VC | 0.10% | 0.53% | 0.10% |
| Provident FinancPFS | 0.09% | 0.59% | 0.09% |
| Stewart INFO SVCSTC | 0.09% | 0.34% | 0.09% |
| Arcbest Corp.ARCB | 0.09% | 0.55% | 0.09% |
| Innovex InternatINVX | 0.09% | 0.34% | 0.09% |
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: ESML, SEC Form N-PORT, May 31, 2026; BSVO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | ESML | BSVO |
|---|---|---|
| Focus Partners Wealth | $3.1M | $1.1B |
| Focus Partners Advisor Solutions, LLC | $813K | $616.0M |
| FMR LLC | $194.9M | $103K |
| Creative Planning | $88.9M | $937K |
| Goldman Sachs Group Inc. | $64.9M | $3.7M |
| Fiduciary Trust Co | $47.7M | $781K |
| Envestnet Asset Management Inc. | $10.5M | $33.6M |
| Northwestern Mutual Wealth Management Co | $34.8M | $230K |
| LPL Financial LLC | $28.3M | $4.4M |
| Royal Bank of Canada | $30.0M | $3K |
| AQR Capital Management LLC | $308K | $28.9M |
| PNC Financial Services Group, Inc. | $21.9M | $290K |
| HighTower Advisors, LLC | $16.6M | $412K |
| Pathstone Holdings, LLC | $15.5M | $493K |
| Cambridge Investment Research Advisors, Inc. | $13.7M | $1.4M |
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: ESML institutional holders, BSVO institutional holders.
Frequently asked questions
How much do ESML and BSVO overlap?
5.4% by weight, with 82 holdings in common, using holdings for ESML as of May 31, 2026 and BSVO as of June 30, 2026. The largest shared position is BBT.
Do institutions hold both ESML and BSVO?
56 Form 13F filers report positions in both, out of 561 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%.