XSHQ vs BSMC overlap
XSHQ and BSMC overlap 2.7% by weight, across 3 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | XSHQ | BSMC | Overlap |
|---|---|---|---|
| Qorvo Inc.QRVO | 2.17% | 1.67% | 1.67% |
| Pediatrix MedicaMD | 0.68% | 1.61% | 0.68% |
| ARLO TechnologieARLO | 0.34% | 0.82% | 0.34% |
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: XSHQ, SEC Form N-PORT, May 31, 2026; BSMC, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XSHQ | BSMC |
|---|---|---|
| Royal Bank of Canada | $748K | $8.4M |
| Raymond James Financial Inc. | $5.0M | $606K |
| Envestnet Asset Management Inc. | $918K | $240K |
| Osaic Holdings, Inc. | $947K | $127K |
| Citadel Advisors LLC | $363K | $387K |
| Truist Financial Corp. | $494K | $220K |
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: XSHQ institutional holders, BSMC institutional holders.
Frequently asked questions
How much do XSHQ and BSMC overlap?
2.7% by weight, with 3 holdings in common, using holdings for XSHQ as of May 31, 2026 and BSMC as of June 30, 2026. The largest shared position is QRVO.
Do institutions hold both XSHQ and BSMC?
6 Form 13F filers report positions in both, out of 91 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%.