SMCO vs CZA overlap
SMCO and CZA overlap 5.7% by weight, across 7 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SMCO | CZA | Overlap |
|---|---|---|---|
| Teledyne TechTDY | 2.44% | 1.48% | 1.48% |
| TD Synnex Corp.SNX | 1.74% | 1.04% | 1.04% |
| Reliance Inc.RS | 1.65% | 1.00% | 1.00% |
| RenaissancereRNR | 1.62% | 0.66% | 0.66% |
| Graco Inc.GGG | 1.25% | 0.65% | 0.65% |
| Houlihan Lokey IHLI | 1.36% | 0.44% | 0.44% |
| Aptargroup Inc.ATR | 1.08% | 0.40% | 0.40% |
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: SMCO, SEC Form N-PORT, July 31, 2026; CZA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SMCO | CZA |
|---|---|---|
| LPL Financial LLC | $3.6M | $12.8M |
| Morgan Stanley | $899 | $12.7M |
| Envestnet Asset Management Inc. | $11.2M | $686K |
| Commonwealth Equity Services, LLC | $734K | $8.6M |
| UBS Group AG | $4.9M | $37K |
| Bank of America Corp. | $2.4M | $516K |
| Osaic Holdings, Inc. | $1.7M | $349K |
| Steward Partners Investment Advisory, LLC | $611K | $51K |
| Fifth Third Bancorp | $60K | $14K |
| JPMorgan Chase & Co | $14K | $26K |
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: SMCO institutional holders, CZA institutional holders.
Frequently asked questions
How much do SMCO and CZA overlap?
5.7% by weight, with 7 holdings in common, using holdings for SMCO as of July 31, 2026 and CZA as of July 31, 2026. The largest shared position is TDY.
Do institutions hold both SMCO and CZA?
10 Form 13F filers report positions in both, out of 69 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%.