SMLF vs SLYG overlap
SMLF and SLYG overlap 14.9% by weight, across 164 shared holdings.
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Top shared holdings
| Holding | SMLF | SLYG | Overlap |
|---|---|---|---|
| Argan Inc.AGX | 0.33% | 1.22% | 0.33% |
| Alkermes PLCALKS | 0.31% | 0.95% | 0.31% |
| ETSY Inc.ETSY | 0.30% | 0.78% | 0.30% |
| Macerich CoMAC | 0.30% | 0.41% | 0.30% |
| Clear Secure I-aYOU | 0.29% | 0.56% | 0.29% |
| AXOS Financial IAX | 0.25% | 0.60% | 0.25% |
| Powell INDS Inc.POWL | 0.25% | 0.89% | 0.25% |
| Tanger Inc.SKT | 0.23% | 0.32% | 0.23% |
| First Bancorp PRFBP | 0.22% | 0.25% | 0.22% |
| Griffon Corp.GFF | 0.22% | 0.24% | 0.22% |
| Piper Sandler CoPIPR | 0.22% | 0.29% | 0.22% |
| Corcept TheraCORT | 0.22% | 0.91% | 0.22% |
| Liquidia Corp.LQDA | 0.20% | 0.61% | 0.20% |
| LYFT Inc.-aLYFT | 0.20% | 0.61% | 0.20% |
| Extreme NetworksEXTR | 0.20% | 0.30% | 0.20% |
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: SMLF, SEC Form N-PORT, July 31, 2026; SLYG, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SMLF | SLYG |
|---|---|---|
| LPL Financial LLC | $142.0M | $1.1B |
| Wells Fargo & Company | $271.7M | $25.7M |
| Ameriprise Financial Inc. | $194.2M | $96.0M |
| Charles Schwab Investment Management Inc. | $289.2M | $634K |
| Bank of America Corp. | $127.3M | $111.9M |
| Cetera Investment Advisers | $74.2M | $61.7M |
| Morgan Stanley | $26.2M | $105.1M |
| Valmark Advisers, Inc. | $114.2M | $1.0M |
| HighTower Advisors, LLC | $57.6M | $35.8M |
| Cambridge Investment Research Advisors, Inc. | $70.4M | $14.0M |
| Raymond James Financial Inc. | $43.6M | $37.8M |
| Osaic Holdings, Inc. | $41.4M | $32.6M |
| Savant Capital, LLC | $963K | $67.5M |
| FMR LLC | $64.3M | $2.8M |
| WCG Wealth Advisors LLC | $13.6M | $48.1M |
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: SMLF institutional holders, SLYG institutional holders.
Frequently asked questions
How much do SMLF and SLYG overlap?
14.9% by weight, with 164 holdings in common, using holdings for SMLF as of July 31, 2026 and SLYG as of June 30, 2026. The largest shared position is AGX.
Do institutions hold both SMLF and SLYG?
143 Form 13F filers report positions in both, out of 714 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%.