RSSB vs BSMR overlap
RSSB and BSMR overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (RSSB: July 31, 2026, BSMR: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: RSSB, SEC Form N-PORT, July 31, 2026; BSMR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | RSSB | BSMR |
|---|---|---|
| Integrated Wealth Concepts LLC | $31.9M | $7.2M |
| Commonwealth Equity Services, LLC | $15.4M | $2.6M |
| World Investment Advisors | $8.4M | $302K |
| Wealthcare Advisory Partners LLC | $4.6M | $755K |
| Envestnet Asset Management Inc. | $1.1M | $3.1M |
| Osaic Holdings, Inc. | $1K | $3.9M |
| Accurate Wealth Management, LLC | $2.7M | $1.0M |
| MML Investors Services, LLC | $1.2M | $2.3M |
| Cambridge Investment Research Advisors, Inc. | $2.4M | $488K |
| Northwestern Mutual Wealth Management Co | $2K | $2.2M |
| Astoria Portfolio Advisors LLC. | $797K | $1.1M |
| Aptus Capital Advisors, LLC | $342K | $1.4M |
| Steward Partners Investment Advisory, LLC | $273K | $1.1M |
| Farther Finance Advisors, LLC | $2K | $229K |
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: RSSB institutional holders, BSMR institutional holders.
Frequently asked questions
How much do RSSB and BSMR overlap?
0.0% by weight, with 0 holdings in common, using holdings for RSSB as of July 31, 2026 and BSMR as of May 31, 2026.
Do institutions hold both RSSB and BSMR?
14 Form 13F filers report positions in both, out of 172 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%.