SMHX vs CSNR overlap

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

SMHXCSNR

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

CSNR0.0% of the fund is in shared holdings, of 58

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; CSNR, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 83 holding any

SMHX2.0% of its 13F dollars, 3.9% of its 51 holders

CSNR4.1% of its 13F dollars, 5.9% of its 34 holders

Largest institutions holding both

Firm	SMHX	CSNR
Cambridge Investment Research Advisors, Inc.	$1.1M	$2.0M
Commonwealth Equity Services, LLC	$582K	$1.4M

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, CSNR institutional holders.

Frequently asked questions

How much do SMHX and CSNR overlap?

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

Do institutions hold both SMHX and CSNR?

2 Form 13F filers report positions in both, out of 83 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%.