SMAY vs MAYU overlap
8 institutions report holding both SMAY and MAYU.
SMAYMAYU
Pick 2 to 4 ETFs.
We don’t have holdings for SMAY, MAYU. 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.
8
institutions report holding both, of 79 holding any
SMAY34.2% of its 13F dollars, 12.1% of its 66 holders
MAYU42.4% of its 13F dollars, 38.1% of its 21 holders
Largest institutions holding both
| Firm | SMAY | MAYU |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.5M | $9.3M |
| Cetera Investment Advisers | $3.0M | $2.3M |
| Susquehanna International Group, LLP | $2.3M | $2.1M |
| LPL Financial LLC | $2.6M | $568K |
| Kestra Advisory Services, LLC | $1.1M | $1.4M |
| Osaic Holdings, Inc. | $2.4M | $5K |
| Arax Advisory Partners | $217K | $647K |
| Harbour Investments, Inc. | $151K | $15K |
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, MAYU institutional holders.
Frequently asked questions
Do institutions hold both SMAY and MAYU?
8 Form 13F filers report positions in both, out of 79 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%.