SMAY vs KMAY overlap
18 institutions report holding both SMAY and KMAY.
SMAYKMAY
Pick 2 to 4 ETFs.
We don’t have holdings for SMAY, KMAY. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
18
institutions report holding both, of 87 holding any
SMAY42.9% of its 13F dollars, 27.3% of its 66 holders
KMAY44.6% of its 13F dollars, 46.1% of its 39 holders
Largest institutions holding both
| Firm | SMAY | KMAY |
|---|---|---|
| Osaic Holdings, Inc. | $2.4M | $3.2M |
| Raymond James Financial Inc. | $1.3M | $4.2M |
| Cetera Investment Advisers | $3.0M | $1.4M |
| Susquehanna International Group, LLP | $2.3M | $1.4M |
| Commonwealth Equity Services, LLC | $1.5M | $1.6M |
| LPL Financial LLC | $2.6M | $508K |
| Harbour Investments, Inc. | $151K | $2.0M |
| Diligent Investors, LLC | $599K | $977K |
| Kestra Advisory Services, LLC | $1.1M | $460K |
| Jefferies Financial Group Inc. | $760K | $436K |
| Wood Tarver Financial Group, LLC | $322K | $244K |
| DHJJ Financial Advisors, Ltd. | $266K | $189K |
| Wealth Enhancement Advisory Services, LLC | $103K | $224K |
| Capital Analysts, LLC | $163K | $71K |
| IFP Advisors, Inc | $15K | $52K |
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: SMAY institutional holders, KMAY institutional holders.
Frequently asked questions
Do institutions hold both SMAY and KMAY?
18 Form 13F filers report positions in both, out of 87 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%.