SHYL vs BSMW overlap
14 institutions report holding both SHYL and BSMW.
SHYLBSMW
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.
14
institutions report holding both, of 113 holding any
SHYL61.0% of its 13F dollars, 24.1% of its 58 holders
BSMW39.2% of its 13F dollars, 20.3% of its 69 holders
Largest institutions holding both
| Firm | SHYL | BSMW |
|---|---|---|
| LPL Financial LLC | $27.7M | $11.5M |
| Bank of America Corp. | $27.6M | $5.7M |
| Morgan Stanley | $4.3M | $13.0M |
| Ameriprise Financial Inc. | $9.7M | $2.7M |
| Wells Fargo & Company | $23 | $5.9M |
| Envestnet Asset Management Inc. | $1.2M | $3.2M |
| Raymond James Financial Inc. | $248K | $4.0M |
| Osaic Holdings, Inc. | $2.6M | $1.6M |
| Royal Bank of Canada | $2.1M | $425K |
| Commonwealth Equity Services, LLC | $1.4M | $626K |
| Jane Street Group, LLC | $1.5M | $485K |
| Jones Financial Companies LLLP | $310 | $1.3M |
| Cetera Investment Advisers | $289K | $413K |
| FMR LLC | $793 | $65 |
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: SHYL institutional holders, BSMW institutional holders.
Frequently asked questions
Do institutions hold both SHYL and BSMW?
14 Form 13F filers report positions in both, out of 113 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%.