SMHX vs COPY overlap

SMHX and COPY overlap 0.0% by weight, across 0 shared holdings.

SMHXCOPY

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

SMHX0.0% of the fund is in shared holdings, of 22

COPY0.0% of the fund is in shared holdings, of 175

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; COPY, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 88 holding any

SMHX9.7% of its 13F dollars, 11.8% of its 51 holders

COPY26.7% of its 13F dollars, 13.9% of its 43 holders

Largest institutions holding both

Firm	SMHX	COPY
Royal Bank of Canada	$53K	$14.2M
LPL Financial LLC	$7.6M	$6.1M
Steward Partners Investment Advisory, LLC	$41K	$1.7M
PFG Investments, LLC	$306K	$399K
Osaic Holdings, Inc.	$192K	$59K
CoreCap Advisors, LLC	$256	$3K

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, COPY institutional holders.

Frequently asked questions

How much do SMHX and COPY overlap?

0.0% by weight, with 0 holdings in common, using holdings for SMHX as of June 30, 2026 and COPY as of May 31, 2026.

Do institutions hold both SMHX and COPY?

6 Form 13F filers report positions in both, out of 88 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%.