SMLL vs MIDE overlap
SMLL and MIDE overlap 2.6% by weight, across 9 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SMLL: July 31, 2026, MIDE: May 29, 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
| Holding | SMLL | MIDE | Overlap |
|---|---|---|---|
| DT MidstreamDTM | 0.97% | 0.58% | 0.58% |
| Wintrust FINLWTFC | 3.97% | 0.41% | 0.41% |
| Range ResourcesRRC | 1.65% | 0.37% | 0.37% |
| TORO CoTTC | 2.22% | 0.35% | 0.35% |
| Aptargroup Inc.ATR | 2.33% | 0.30% | 0.30% |
| United BankshsUBSI | 3.27% | 0.24% | 0.24% |
| Fortune Brands IFBIN | 0.98% | 0.19% | 0.19% |
| Doximity Inc.-aDOCS | 1.35% | 0.12% | 0.12% |
| Boston BEER-aSAM | 0.86% | 0.06% | 0.06% |
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: SMLL, SEC Form N-PORT, July 31, 2026; MIDE, SEC Form N-PORT, May 29, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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: SMLL institutional holders, MIDE institutional holders.
Frequently asked questions
How much do SMLL and MIDE overlap?
2.6% by weight, with 9 holdings in common, using holdings for SMLL as of July 31, 2026 and MIDE as of May 29, 2026. The largest shared position is DTM.
Do institutions hold both SMLL and MIDE?
0 Form 13F filers report positions in both, out of 9 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%.