FNK vs BSMC overlap
FNK and BSMC overlap 9.0% by weight, across 17 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | FNK | BSMC | Overlap |
|---|---|---|---|
| EPAM Systems Inc.EPAM | 0.94% | 1.58% | 0.94% |
| Mattel Inc.MAT | 0.77% | 0.91% | 0.77% |
| Ingredion Inc.INGR | 0.75% | 0.85% | 0.75% |
| Mohawk INDSMHK | 0.72% | 1.09% | 0.72% |
| White MountainsWTM | 0.72% | 0.83% | 0.72% |
| LKQ Corp.LKQ | 0.61% | 1.02% | 0.61% |
| Old Repub IntlORI | 0.60% | 0.62% | 0.60% |
| Sonoco ProductsSON | 0.57% | 0.94% | 0.57% |
| The Campbell's CCPB | 0.56% | 2.11% | 0.56% |
| Whirlpool Corp.WHR | 0.54% | 0.92% | 0.54% |
| AGCO Corp.AGCO | 0.48% | 1.09% | 0.48% |
| Onemain HoldingsOMF | 0.44% | 1.46% | 0.44% |
| Marzetti CompanyMZTI | 0.40% | 1.03% | 0.40% |
| Arrow ElectronicARW | 0.29% | 0.86% | 0.29% |
| Avnet Inc.AVT | 0.28% | 1.23% | 0.28% |
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: FNK, SEC Form N-PORT, July 31, 2026; BSMC, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FNK | BSMC |
|---|---|---|
| Royal Bank of Canada | $1.0M | $8.4M |
| Susquehanna International Group, LLP | $2.9M | $1.1M |
| Raymond James Financial Inc. | $3.3M | $606K |
| UBS Group AG | $3.1M | $37K |
| Osaic Holdings, Inc. | $2.8M | $127K |
| Commonwealth Equity Services, LLC | $938K | $279K |
| Benjamin Edwards Inc. | $327K | $228K |
| Steward Partners Investment Advisory, LLC | $10K | $509K |
| Envestnet Asset Management Inc. | $266K | $240K |
| Fifth Third Bancorp | $16K | $73K |
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: FNK institutional holders, BSMC institutional holders.
Frequently asked questions
How much do FNK and BSMC overlap?
9.0% by weight, with 17 holdings in common, using holdings for FNK as of July 31, 2026 and BSMC as of June 30, 2026. The largest shared position is EPAM.
Do institutions hold both FNK and BSMC?
10 Form 13F filers report positions in both, out of 70 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%.