QHY vs BSMW overlap
19 institutions report holding both QHY and BSMW.
QHYBSMW
Pick 2 to 4 ETFs.
We don’t have holdings for BSMW. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
19
institutions report holding both, of 123 holding any
QHY64.2% of its 13F dollars, 26.0% of its 73 holders
BSMW44.1% of its 13F dollars, 27.5% of its 69 holders
Largest institutions holding both
| Firm | QHY | BSMW |
|---|---|---|
| Bank of America Corp. | $54.7M | $5.7M |
| Morgan Stanley | $4.6M | $13.0M |
| LPL Financial LLC | $6.0M | $11.5M |
| Cetera Investment Advisers | $9.3M | $413K |
| Wells Fargo & Company | $66 | $5.9M |
| Raymond James Financial Inc. | $799K | $4.0M |
| Envestnet Asset Management Inc. | $1.3M | $3.2M |
| UBS Group AG | $55K | $3.9M |
| Kestra Advisory Services, LLC | $955K | $2.7M |
| Commonwealth Equity Services, LLC | $2.5M | $626K |
| Osaic Holdings, Inc. | $1.2M | $1.6M |
| Jane Street Group, LLC | $1.9M | $485K |
| Key Financial Inc | $4K | $1.4M |
| Equitable Holdings, Inc. | $237K | $1.1M |
| Integrated Wealth Concepts LLC | $201K | $926K |
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: QHY institutional holders, BSMW institutional holders.
Frequently asked questions
Do institutions hold both QHY and BSMW?
19 Form 13F filers report positions in both, out of 123 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%.