SMLF vs SLYV overlap
SMLF and SLYV overlap 13.4% by weight, across 189 shared holdings.
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Top shared holdings
| Holding | SMLF | SLYV | Overlap |
|---|---|---|---|
| Macerich CoMAC | 0.30% | 0.37% | 0.30% |
| SL Green RealtySLG | 0.30% | 0.40% | 0.30% |
| Piper Sandler CoPIPR | 0.22% | 0.24% | 0.22% |
| Signet JewelersSIG | 0.22% | 0.37% | 0.22% |
| Wiley John&SON-aWLY | 0.23% | 0.20% | 0.20% |
| Matson Inc.MATX | 0.19% | 0.63% | 0.19% |
| Bankunited Inc.BKU | 0.19% | 0.20% | 0.19% |
| First Bancorp PRFBP | 0.22% | 0.18% | 0.18% |
| Element SolutionESI | 0.18% | 0.59% | 0.18% |
| Kulicke & SoffaKLIC | 0.18% | 0.76% | 0.18% |
| Assured GuarantyAGO | 0.20% | 0.17% | 0.17% |
| Ralliant Corp.RAL | 0.17% | 0.43% | 0.17% |
| Tanger Inc.SKT | 0.23% | 0.17% | 0.17% |
| Griffon Corp.GFF | 0.22% | 0.16% | 0.16% |
| Highwoods PROPHIW | 0.16% | 0.36% | 0.16% |
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; SLYV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SMLF | SLYV |
|---|---|---|
| LPL Financial LLC | $142.0M | $781.9M |
| Wells Fargo & Company | $271.7M | $20.0M |
| Charles Schwab Investment Management Inc. | $289.2M | $1.5M |
| Ameriprise Financial Inc. | $194.2M | $59.6M |
| Bank of America Corp. | $127.3M | $104.8M |
| Advance Capital Management, Inc. | $131.6M | $224K |
| Valmark Advisers, Inc. | $114.2M | $2.4M |
| Cambridge Investment Research Advisors, Inc. | $70.4M | $25.3M |
| Morgan Stanley | $26.2M | $60.7M |
| Cetera Investment Advisers | $74.2M | $10.3M |
| HighTower Advisors, LLC | $57.6M | $21.8M |
| FMR LLC | $64.3M | $2.7M |
| Osaic Holdings, Inc. | $41.4M | $23.9M |
| Focus Partners Wealth | $26.0M | $30.5M |
| Raymond James Financial Inc. | $43.6M | $10.6M |
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, SLYV institutional holders.
Frequently asked questions
How much do SMLF and SLYV overlap?
13.4% by weight, with 189 holdings in common, using holdings for SMLF as of July 31, 2026 and SLYV as of June 30, 2026. The largest shared position is MAC.
Do institutions hold both SMLF and SLYV?
139 Form 13F filers report positions in both, out of 779 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%.