MUB vs BSV overlap
MUB 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: MUB, SEC Form N-PORT, May 31, 2026; BSV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | MUB | BSV |
|---|---|---|
| Bank of America Corp. | $4.8B | $955.9M |
| Mercer Global Advisors Inc. | $1.1B | $3.9B |
| Creative Planning | $1.6B | $3.4B |
| Envestnet Asset Management Inc. | $1.9B | $2.5B |
| Morgan Stanley | $846.4M | $1.8B |
| FMR LLC | $2.5B | $2.1M |
| Betterment LLC | $2.3B | $51.7M |
| LPL Financial LLC | $1.4B | $565.7M |
| Empower Advisory Group, LLC | $343K | $1.9B |
| Goldman Sachs Group Inc. | $277.7M | $1.6B |
| JPMorgan Chase & Co | $482.4M | $1.3B |
| Wells Fargo & Company | $1.1B | $526.5M |
| Fisher Asset Management, LLC | $1.4B | $398K |
| Allworth Financial LP | $38.9M | $1.2B |
| UBS Group AG | $885.4M | $308.8M |
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: MUB institutional holders, BSV institutional holders.
Frequently asked questions
How much do MUB and BSV overlap?
0.0% by weight, with 0 holdings in common, using holdings for MUB as of May 31, 2026 and BSV as of June 30, 2026.
Do institutions hold both MUB and BSV?
729 Form 13F filers report positions in both, out of 2,268 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%.