SDSI vs BSMT overlap
SDSI 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: SDSI, SEC Form N-PORT, May 31, 2026; BSMT, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SDSI | BSMT |
|---|---|---|
| Raymond James Financial Inc. | $16.8M | $8.8M |
| HighTower Advisors, LLC | $5.2M | $5.2M |
| Envestnet Asset Management Inc. | $4.7M | $2.4M |
| NewEdge Advisors, LLC | $851K | $5.0M |
| Morgan Stanley | $30K | $5.7M |
| Osaic Holdings, Inc. | $127K | $3.9M |
| UBS Group AG | $10K | $3.6M |
| IFP Advisors, Inc | $3.3M | $10K |
| Kestra Private Wealth Services, LLC | $2.4M | $310K |
| Kestra Advisory Services, LLC | $522K | $2.0M |
| Cambridge Investment Research Advisors, Inc. | $1.8M | $438K |
| Jane Street Group, LLC | $1.0M | $595K |
| Farther Finance Advisors, LLC | $300K | $136K |
| PNC Financial Services Group, Inc. | $114K | $62K |
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: SDSI institutional holders, BSMT institutional holders.
Frequently asked questions
How much do SDSI and BSMT overlap?
0.0% by weight, with 0 holdings in common, using holdings for SDSI as of May 31, 2026 and BSMT as of May 31, 2026.
Do institutions hold both SDSI and BSMT?
14 Form 13F filers report positions in both, out of 152 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%.