FTSD vs BSMT overlap
FTSD 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: FTSD, SEC Form N-PORT, June 30, 2026; BSMT, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FTSD | BSMT |
|---|---|---|
| LPL Financial LLC | $35.6M | $7.5M |
| Wealthcare Advisory Partners LLC | $19.0M | $334K |
| Wells Fargo & Company | $5.0M | $13.1M |
| Raymond James Financial Inc. | $8.8M | $8.8M |
| Bank of America Corp. | $9.5M | $6.8M |
| UBS Group AG | $12.3M | $3.6M |
| Integrated Wealth Concepts LLC | $6.5M | $5.8M |
| Morgan Stanley | $2.1M | $5.7M |
| Commonwealth Equity Services, LLC | $3.6M | $2.6M |
| Jones Financial Companies LLLP | $4.1M | $1.6M |
| Osaic Holdings, Inc. | $1.4M | $3.9M |
| Royal Bank of Canada | $4.8M | $499K |
| Cetera Investment Advisers | $2.9M | $423K |
| Envestnet Asset Management Inc. | $778K | $2.4M |
| Kestra Advisory Services, LLC | $437K | $2.0M |
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: FTSD institutional holders, BSMT institutional holders.
Frequently asked questions
How much do FTSD and BSMT overlap?
0.0% by weight, with 0 holdings in common, using holdings for FTSD as of June 30, 2026 and BSMT as of May 31, 2026.
Do institutions hold both FTSD and BSMT?
26 Form 13F filers report positions in both, out of 162 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%.