SMIN vs FDD overlap
SMIN and FDD 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: SMIN, SEC Form N-PORT, May 31, 2026; FDD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SMIN | FDD |
|---|---|---|
| LPL Financial LLC | $76.1M | $27.2M |
| Morgan Stanley | $19.7M | $69.1M |
| Wells Fargo & Company | $264K | $42.3M |
| Bank of America Corp. | $20.4M | $15.4M |
| Raymond James Financial Inc. | $2.7M | $32.7M |
| UBS Group AG | $4.5M | $25.1M |
| Ameriprise Financial Inc. | $2.0M | $27.1M |
| Osaic Holdings, Inc. | $217K | $16.5M |
| Envestnet Asset Management Inc. | $1.5M | $7.3M |
| Royal Bank of Canada | $1.4M | $3.4M |
| Equitable Holdings, Inc. | $651K | $4.1M |
| Harbour Investments, Inc. | $3K | $4.2M |
| Cambridge Investment Research Advisors, Inc. | $1.2M | $2.7M |
| NewEdge Advisors, LLC | $27K | $3.8M |
| Truist Financial Corp. | $682K | $2.8M |
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: SMIN institutional holders, FDD institutional holders.
Frequently asked questions
How much do SMIN and FDD overlap?
0.0% by weight, with 0 holdings in common, using holdings for SMIN as of May 31, 2026 and FDD as of June 30, 2026.
Do institutions hold both SMIN and FDD?
42 Form 13F filers report positions in both, out of 212 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%.