REM vs BSMS overlap
REM and BSMS 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; BSMS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | REM | BSMS |
|---|---|---|
| Morgan Stanley | $23.4M | $10.1M |
| Wells Fargo & Company | $24.5M | $3.8M |
| Bank of America Corp. | $13.0M | $7.0M |
| LPL Financial LLC | $5.7M | $12.3M |
| Raymond James Financial Inc. | $2.9M | $9.9M |
| Osaic Holdings, Inc. | $7.3M | $4.0M |
| Truist Financial Corp. | $1.1M | $7.6M |
| Envestnet Asset Management Inc. | $3.7M | $3.2M |
| UBS Group AG | $2.6M | $4.4M |
| Integrated Wealth Concepts LLC | $7K | $6.1M |
| Ameriprise Financial Inc. | $4.6M | $785K |
| MML Investors Services, LLC | $2.7M | $2.6M |
| Thrivent Financial for Lutherans | $505K | $3.5M |
| Cetera Investment Advisers | $2.7M | $607K |
| Harbour Investments, Inc. | $1.9M | $506K |
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, BSMS institutional holders.
Frequently asked questions
How much do REM and BSMS overlap?
0.0% by weight, with 0 holdings in common, using holdings for REM as of June 30, 2026 and BSMS as of May 31, 2026.
Do institutions hold both REM and BSMS?
25 Form 13F filers report positions in both, out of 219 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%.