SMHX vs HERD overlap
SMHX and HERD 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; HERD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SMHX | HERD |
|---|---|---|
| LPL Financial LLC | $7.6M | $10.7M |
| Envestnet Asset Management Inc. | $610K | $11.9M |
| Cetera Investment Advisers | $595K | $10.1M |
| Raymond James Financial Inc. | $452K | $6.7M |
| Osaic Holdings, Inc. | $192K | $5.4M |
| Cambridge Investment Research Advisors, Inc. | $1.1M | $1.7M |
| Commonwealth Equity Services, LLC | $582K | $201K |
| Capital Investment Advisory Services, LLC | $10K | $204K |
| Farther Finance Advisors, LLC | $64K | $132K |
| Ameritas Advisory Services, LLC | $20K | $161K |
| Wells Fargo & Company | $2K | $14 |
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, HERD institutional holders.
Frequently asked questions
How much do SMHX and HERD overlap?
0.0% by weight, with 0 holdings in common, using holdings for SMHX as of June 30, 2026 and HERD as of July 31, 2026.
Do institutions hold both SMHX and HERD?
11 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%.