SMLL vs BCSM overlap
SMLL and BCSM overlap 1.6% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SMLL | BCSM | Overlap |
|---|---|---|---|
| LOAR Holdings inLOAR | 0.95% | 3.12% | 0.95% |
| Arxis Inc.-aARXS | 0.62% | 1.49% | 0.62% |
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: SMLL, SEC Form N-PORT, July 31, 2026; BCSM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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: SMLL institutional holders, BCSM institutional holders.
Frequently asked questions
How much do SMLL and BCSM overlap?
1.6% by weight, with 2 holdings in common, using holdings for SMLL as of July 31, 2026 and BCSM as of June 30, 2026. The largest shared position is LOAR.
Do institutions hold both SMLL and BCSM?
0 Form 13F filers report positions in both, out of 8 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%.