OBIL vs BSMT overlap
OBIL 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: OBIL, SEC Form N-PORT, May 31, 2026; BSMT, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | OBIL | BSMT |
|---|---|---|
| LPL Financial LLC | $58.7M | $7.5M |
| MML Investors Services, LLC | $17.8M | $1.8M |
| Morgan Stanley | $13.4M | $5.7M |
| Raymond James Financial Inc. | $6.1M | $8.8M |
| Stifel Financial Corp. | $11.9M | $817K |
| Envestnet Asset Management Inc. | $8.5M | $2.4M |
| Equitable Holdings, Inc. | $8.9M | $841K |
| UBS Group AG | $5.1M | $3.6M |
| Integrated Wealth Concepts LLC | $500K | $5.8M |
| NewEdge Advisors, LLC | $703K | $5.0M |
| Osaic Holdings, Inc. | $25K | $3.9M |
| Lido Advisors, LLC | $1.2M | $2.5M |
| Commonwealth Equity Services, LLC | $1.0M | $2.6M |
| Kestra Advisory Services, LLC | $834K | $2.0M |
| Private Advisor Group, LLC | $2.2M | $366K |
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: OBIL institutional holders, BSMT institutional holders.
Frequently asked questions
How much do OBIL and BSMT overlap?
0.0% by weight, with 0 holdings in common, using holdings for OBIL as of May 31, 2026 and BSMT as of May 31, 2026.
Do institutions hold both OBIL and BSMT?
24 Form 13F filers report positions in both, out of 164 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%.