SMIN vs ISCF overlap
SMIN and ISCF overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SMIN: May 31, 2026, ISCF: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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; ISCF, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SMIN | ISCF |
|---|---|---|
| LPL Financial LLC | $76.1M | $33.5M |
| Bank of America Corp. | $20.4M | $3.4M |
| Larson Financial Group LLC | $14K | $21.6M |
| Morgan Stanley | $19.7M | $230K |
| Northwestern Mutual Wealth Management Co | $34K | $17.3M |
| Cetera Investment Advisers | $411K | $10.0M |
| Stifel Financial Corp. | $1.7M | $6.9M |
| McAdam, LLC | $360K | $6.4M |
| Susquehanna International Group, LLP | $2.5M | $3.2M |
| MML Investors Services, LLC | $682K | $4.4M |
| Envestnet Asset Management Inc. | $1.5M | $3.1M |
| HighTower Advisors, LLC | $1.2M | $3.4M |
| Raymond James Financial Inc. | $2.7M | $1.9M |
| UBS Group AG | $4.5M | $4K |
| Cambridge Investment Research Advisors, Inc. | $1.2M | $2.4M |
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: SMIN institutional holders, ISCF institutional holders.
Frequently asked questions
How much do SMIN and ISCF overlap?
0.0% by weight, with 0 holdings in common, using holdings for SMIN as of May 31, 2026 and ISCF as of July 31, 2026.
Do institutions hold both SMIN and ISCF?
36 Form 13F filers report positions in both, out of 225 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%.