MSSM vs BBSC overlap
MSSM and BBSC overlap 23.7% by weight, across 805 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (MSSM: May 31, 2026, BBSC: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | MSSM | BBSC | Overlap |
|---|---|---|---|
| Semtech Corp.SMTC | 0.56% | 0.43% | 0.43% |
| Viasat Inc.VSAT | 0.78% | 0.33% | 0.33% |
| Everus ConstructECG | 0.27% | 0.25% | 0.25% |
| Plexus Corp.PLXS | 0.58% | 0.24% | 0.24% |
| Formfactor Inc.FORM | 0.22% | 0.32% | 0.22% |
| Casella WasteCWST | 0.26% | 0.22% | 0.22% |
| Terex Corp.TEX | 0.21% | 0.28% | 0.21% |
| Mercury SystemsMRCY | 0.36% | 0.21% | 0.21% |
| Rhythm PharmaceuRYTM | 0.36% | 0.21% | 0.21% |
| Gitlab Inc.-CL aGTLB | 0.27% | 0.20% | 0.20% |
| PTC TherapeuticsPTCT | 0.34% | 0.19% | 0.19% |
| Frontdoor Inc.FTDR | 0.20% | 0.19% | 0.19% |
| CNX Resources CoCNX | 0.20% | 0.19% | 0.19% |
| ACI Worldwide inACIW | 0.19% | 0.23% | 0.19% |
| HA Sustainable IHASI | 0.26% | 0.19% | 0.19% |
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: MSSM, SEC Form N-PORT, May 31, 2026; BBSC, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | MSSM | BBSC |
|---|---|---|
| Morgan Stanley | $522.5M | $827K |
| Citadel Advisors LLC | $1.1M | $894K |
| Susquehanna International Group, LLP | $1.5M | $301K |
| Osaic Holdings, Inc. | $5K | $1.4M |
| Northwestern Mutual Wealth Management Co | $15K | $112K |
| Steward Partners Investment Advisory, LLC | $30K | $82K |
| UBS Group AG | $4K | $37K |
| IFP Advisors, Inc | $4K | $8K |
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: MSSM institutional holders, BBSC institutional holders.
Frequently asked questions
How much do MSSM and BBSC overlap?
23.7% by weight, with 805 holdings in common, using holdings for MSSM as of May 31, 2026 and BBSC as of July 31, 2026. The largest shared position is SMTC.
Do institutions hold both MSSM and BBSC?
8 Form 13F filers report positions in both, out of 43 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%.