REM vs BSMQ overlap
REM and BSMQ 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: REM, SEC Form N-PORT, June 30, 2026; BSMQ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | REM | BSMQ |
|---|---|---|
| Wells Fargo & Company | $24.5M | $12.9M |
| Morgan Stanley | $23.4M | $5.8M |
| Bank of America Corp. | $13.0M | $9.8M |
| LPL Financial LLC | $5.7M | $10.9M |
| Osaic Holdings, Inc. | $7.3M | $5.2M |
| Truist Financial Corp. | $1.1M | $7.9M |
| Envestnet Asset Management Inc. | $3.7M | $4.2M |
| Ameriprise Financial Inc. | $4.6M | $2.9M |
| UBS Group AG | $2.6M | $4.5M |
| Raymond James Financial Inc. | $2.9M | $3.9M |
| Integrated Wealth Concepts LLC | $7K | $6.1M |
| MML Investors Services, LLC | $2.7M | $2.1M |
| Thrivent Financial for Lutherans | $505K | $4.0M |
| Cetera Investment Advisers | $2.7M | $631K |
| Northwestern Mutual Wealth Management Co | $546K | $2.4M |
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: REM institutional holders, BSMQ institutional holders.
Frequently asked questions
How much do REM and BSMQ overlap?
0.0% by weight, with 0 holdings in common, using holdings for REM as of June 30, 2026 and BSMQ as of May 31, 2026.
Do institutions hold both REM and BSMQ?
27 Form 13F filers report positions in both, out of 224 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%.