SVAL vs BSMC overlap
SVAL and BSMC overlap 2.0% by weight, across 5 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SVAL | BSMC | Overlap |
|---|---|---|---|
| Healthcare ServsHCSG | 0.44% | 1.08% | 0.44% |
| Scholastic Corp.SCHL | 0.44% | 1.70% | 0.44% |
| Pediatrix MedicaMD | 0.43% | 1.61% | 0.43% |
| Innovex InternatINVX | 0.34% | 2.61% | 0.34% |
| Prestige ConsumePBH | 0.32% | 0.95% | 0.32% |
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: SVAL, SEC Form N-PORT, June 30, 2026; BSMC, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SVAL | BSMC |
|---|---|---|
| Royal Bank of Canada | $815K | $8.4M |
| Susquehanna International Group, LLP | $1.5M | $1.1M |
| Citadel Advisors LLC | $1.7M | $387K |
| Raymond James Financial Inc. | $518K | $606K |
| Commonwealth Equity Services, LLC | $383K | $279K |
| Osaic Holdings, Inc. | $37K | $127K |
| UBS Group AG | $55K | $37K |
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: SVAL institutional holders, BSMC institutional holders.
Frequently asked questions
How much do SVAL and BSMC overlap?
2.0% by weight, with 5 holdings in common, using holdings for SVAL as of June 30, 2026 and BSMC as of June 30, 2026. The largest shared position is HCSG.
Do institutions hold both SVAL and BSMC?
7 Form 13F filers report positions in both, out of 60 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%.