SMHX vs AGZD overlap
SMHX and AGZD 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: SMHX, SEC Form N-PORT, June 30, 2026; AGZD, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SMHX | AGZD |
|---|---|---|
| LPL Financial LLC | $7.6M | $10.2M |
| Bank of America Corp. | $1.9M | $7.1M |
| WBI Investments, LLC | $7.2M | $1.1M |
| Millington Securities, LLC | $3.7M | $1.3M |
| Cambridge Investment Research Advisors, Inc. | $1.1M | $536K |
| Royal Bank of Canada | $53K | $1.6M |
| Envestnet Asset Management Inc. | $610K | $940K |
| Ameritas Advisory Services, LLC | $20K | $1.3M |
| Global Retirement Partners, LLC | $124K | $1.1M |
| Osaic Holdings, Inc. | $192K | $818K |
| Susquehanna International Group, LLP | $273K | $667K |
| Commonwealth Equity Services, LLC | $582K | $327K |
| Steward Partners Investment Advisory, LLC | $41K | $157K |
| Wells Fargo & Company | $2K | $37 |
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: SMHX institutional holders, AGZD institutional holders.
Frequently asked questions
How much do SMHX and AGZD overlap?
0.0% by weight, with 0 holdings in common, using holdings for SMHX as of June 30, 2026 and AGZD as of May 31, 2026.
Do institutions hold both SMHX and AGZD?
14 Form 13F filers report positions in both, out of 84 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%.