SCMB vs BSCQ overlap
SCMB and BSCQ 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: SCMB, SEC Form N-PORT, June 30, 2026; BSCQ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SCMB | BSCQ |
|---|---|---|
| Lido Advisors, LLC | $213K | $938.9M |
| Bank of America Corp. | $602.5M | $74.5M |
| LPL Financial LLC | $3.8M | $145.4M |
| Wells Fargo & Company | $91K | $115.8M |
| Morgan Stanley | $148K | $112.8M |
| Jones Financial Companies LLLP | $89.6M | $11.7M |
| Raymond James Financial Inc. | $3.8M | $59.7M |
| MML Investors Services, LLC | $4.6M | $56.3M |
| Envestnet Asset Management Inc. | $22.2M | $25.9M |
| MAI Capital Management | $668K | $46.5M |
| Royal Bank of Canada | $1.1M | $36.3M |
| Osaic Holdings, Inc. | $2.2M | $32.5M |
| UBS Group AG | $3K | $27.9M |
| Kestra Advisory Services, LLC | $989K | $19.8M |
| Ameriprise Financial Inc. | $223K | $20.1M |
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: SCMB institutional holders, BSCQ institutional holders.
Frequently asked questions
How much do SCMB and BSCQ overlap?
0.0% by weight, with 0 holdings in common, using holdings for SCMB as of June 30, 2026 and BSCQ as of May 31, 2026.
Do institutions hold both SCMB and BSCQ?
71 Form 13F filers report positions in both, out of 521 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%.