YYY vs BSMR overlap
YYY and BSMR 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: YYY, SEC Form N-PORT, June 30, 2026; BSMR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | YYY | BSMR |
|---|---|---|
| Morgan Stanley | $65.0M | $13.8M |
| LPL Financial LLC | $37.1M | $12.1M |
| Cambridge Investment Research Advisors, Inc. | $25.8M | $488K |
| Raymond James Financial Inc. | $15.4M | $9.3M |
| Wells Fargo & Company | $9.9M | $10.3M |
| Osaic Holdings, Inc. | $15.4M | $3.9M |
| Envestnet Asset Management Inc. | $4.7M | $3.1M |
| Atlantic Union Bankshares Corp | $16K | $7.6M |
| HighTower Advisors, LLC | $1.1M | $5.8M |
| NewEdge Advisors, LLC | $480K | $5.1M |
| UBS Group AG | $12K | $5.2M |
| Commonwealth Equity Services, LLC | $2.5M | $2.6M |
| Kestra Advisory Services, LLC | $2.2M | $1.7M |
| Cetera Investment Advisers | $3.1M | $625K |
| Wedbush Securities Inc. | $3.1M | $350K |
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: YYY institutional holders, BSMR institutional holders.
Frequently asked questions
How much do YYY and BSMR overlap?
0.0% by weight, with 0 holdings in common, using holdings for YYY as of June 30, 2026 and BSMR as of May 31, 2026.
Do institutions hold both YYY and BSMR?
30 Form 13F filers report positions in both, out of 206 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%.