SMIN vs LEMB overlap
SMIN and LEMB overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SMIN: May 31, 2026, LEMB: 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; LEMB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SMIN | LEMB |
|---|---|---|
| LPL Financial LLC | $76.1M | $9.1M |
| Goldman Sachs Group Inc. | $22.0M | $38.8M |
| Bank of America Corp. | $20.4M | $9.1M |
| Morgan Stanley | $19.7M | $4.0M |
| Franklin Resources Inc. | $14.8M | $7.3M |
| UBS Group AG | $4.5M | $16.8M |
| Envestnet Asset Management Inc. | $1.5M | $16.2M |
| Royal Bank of Canada | $1.4M | $9.2M |
| Wells Fargo & Company | $264K | $8.5M |
| Cambridge Investment Research Advisors, Inc. | $1.2M | $2.9M |
| Ameriprise Financial Inc. | $2.0M | $1.5M |
| MML Investors Services, LLC | $682K | $2.7M |
| Raymond James Financial Inc. | $2.7M | $649K |
| Cetera Investment Advisers | $411K | $2.0M |
| FMR LLC | $140K | $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: SMIN institutional holders, LEMB institutional holders.
Frequently asked questions
How much do SMIN and LEMB overlap?
0.0% by weight, with 0 holdings in common, using holdings for SMIN as of May 31, 2026 and LEMB as of July 31, 2026.
Do institutions hold both SMIN and LEMB?
37 Form 13F filers report positions in both, out of 206 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%.