MBB vs BSV overlap
MBB and BSV 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: MBB, SEC Form N-PORT, May 31, 2026; BSV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | MBB | BSV |
|---|---|---|
| Bank of America Corp. | $6.5B | $955.9M |
| Envestnet Asset Management Inc. | $2.9B | $2.5B |
| JPMorgan Chase & Co | $3.6B | $1.3B |
| Mercer Global Advisors Inc. | $5.5M | $3.9B |
| Creative Planning | $9.1M | $3.4B |
| LPL Financial LLC | $2.6B | $565.7M |
| Morgan Stanley | $1.1B | $1.8B |
| UBS Group AG | $1.7B | $308.8M |
| Goldman Sachs Group Inc. | $162.2M | $1.6B |
| Allworth Financial LP | $286.9M | $1.2B |
| TIAA Wealth Investment Management LLC | $1.4B | $21K |
| Ameriprise Financial Inc. | $1.3B | $103.1M |
| Wells Fargo & Company | $275.3M | $526.5M |
| Northern Trust Corp. | $20.3M | $773.9M |
| TIAA-CREF Individual & Institutional Services, LLC | $725.8M | $1.5M |
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: MBB institutional holders, BSV institutional holders.
Frequently asked questions
How much do MBB and BSV overlap?
0.0% by weight, with 0 holdings in common, using holdings for MBB as of May 31, 2026 and BSV as of June 30, 2026.
Do institutions hold both MBB and BSV?
521 Form 13F filers report positions in both, out of 1,860 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%.