SAMT vs CRBN overlap
SAMT and CRBN overlap 9.9% by weight, across 22 shared holdings.
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Top shared holdings
| Holding | SAMT | CRBN | Overlap |
|---|---|---|---|
| Amazon.COM Inc.AMZN | 2.17% | 2.61% | 2.17% |
| Alphabet Inc.-aGOOGL | 2.13% | 2.18% | 2.13% |
| ELI Lilly & CoLLY | 2.42% | 0.90% | 0.90% |
| Johnson&JohnsonJNJ | 2.18% | 0.77% | 0.77% |
| VISA Inc.-Class aV | 2.46% | 0.65% | 0.65% |
| Abbvie Inc.ABBV | 2.60% | 0.48% | 0.48% |
| Coca-Cola Co/theKO | 2.28% | 0.45% | 0.45% |
| Costco WholesaleCOST | 1.95% | 0.37% | 0.37% |
| Unitedhealth GRPUNH | 2.56% | 0.36% | 0.36% |
| KLA Corp.KLAC | 2.48% | 0.27% | 0.27% |
| Linde PLCLIN | 2.10% | 0.25% | 0.25% |
| Western DigitalWDC | 1.73% | 0.21% | 0.21% |
| Ecolab Inc.ECL | 1.87% | 0.20% | 0.20% |
| Marvell TechnoloMRVL | 2.81% | 0.17% | 0.17% |
| Aflac Inc.AFL | 2.03% | 0.13% | 0.13% |
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: SAMT, SEC Form N-PORT, June 30, 2026; CRBN, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SAMT | CRBN |
|---|---|---|
| Envestnet Asset Management Inc. | $111.0M | $2.0M |
| Bank of America Corp. | $67.3M | $26.8M |
| Baird Financial Group, Inc. | $81.1M | $676K |
| Morgan Stanley | $55K | $53.1M |
| Cambridge Investment Research Advisors, Inc. | $30.2M | $3.9M |
| Royal Bank of Canada | $13.3M | $12.3M |
| JPMorgan Chase & Co | $268K | $14.6M |
| LPL Financial LLC | $5.5M | $4.0M |
| MML Investors Services, LLC | $6.9M | $618K |
| HighTower Advisors, LLC | $3.5M | $1.5M |
| Mercer Global Advisors Inc. | $540K | $3.8M |
| Jane Street Group, LLC | $335K | $3.2M |
| Osaic Holdings, Inc. | $2K | $3.2M |
| Jones Financial Companies LLLP | $645K | $2.2M |
| Raymond James Financial Inc. | $1.9M | $796K |
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: SAMT institutional holders, CRBN institutional holders.
Frequently asked questions
How much do SAMT and CRBN overlap?
9.9% by weight, with 22 holdings in common, using holdings for SAMT as of June 30, 2026 and CRBN as of July 31, 2026. The largest shared position is AMZN.
Do institutions hold both SAMT and CRBN?
19 Form 13F filers report positions in both, out of 203 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%.