SMB vs EUHY overlap
SMB and EUHY 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: SMB, SEC Form N-PORT, July 31, 2026; EUHY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SMB | EUHY |
|---|---|---|
| Envestnet Asset Management Inc. | $1.1M | $53.9M |
| LPL Financial LLC | $10.3M | $21.2M |
| Bank of America Corp. | $26.8M | $1.8M |
| Morgan Stanley | $15.1M | $8.0M |
| JPMorgan Chase & Co | $12.5M | $7.4M |
| Cetera Investment Advisers | $538K | $14.6M |
| MML Investors Services, LLC | $2.3M | $8.2M |
| Wells Fargo & Company | $10.2M | $26 |
| Envestnet Portfolio Solutions, Inc. | $375K | $6.2M |
| Commonwealth Equity Services, LLC | $347K | $5.9M |
| UBS Group AG | $6.1M | $215 |
| AE Wealth Management LLC | $104K | $4.0M |
| Sanctuary Advisors, LLC | $1.7M | $1.1M |
| Osaic Holdings, Inc. | $896K | $1.3M |
| Jones Financial Companies LLLP | $1.8M | $308K |
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: SMB institutional holders, EUHY institutional holders.
Frequently asked questions
How much do SMB and EUHY overlap?
0.0% by weight, with 0 holdings in common, using holdings for SMB as of July 31, 2026 and EUHY as of July 31, 2026.
Do institutions hold both SMB and EUHY?
34 Form 13F filers report positions in both, out of 176 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%.