SMLL vs SIFI overlap

SMLL and SIFI overlap 0.0% by weight, across 0 shared holdings.

SMLLSIFI

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

SMLL0.0% of the fund is in shared holdings, of 50

SIFI0.0% of the fund is in shared holdings, of 181

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: SMLL, SEC Form N-PORT, July 31, 2026; SIFI, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 8 holding any

SMLL6.5% of its 13F dollars, 33.3% of its 3 holders

SIFI12.8% of its 13F dollars, 16.7% of its 6 holders

Largest institutions holding both

Firm	SMLL	SIFI
Steward Partners Investment Advisory, LLC	$88K	$200K

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, SIFI institutional holders.

Frequently asked questions

How much do SMLL and SIFI overlap?

0.0% by weight, with 0 holdings in common, using holdings for SMLL as of July 31, 2026 and SIFI as of July 31, 2026.

Do institutions hold both SMLL and SIFI?

1 Form 13F filers report positions in both, out of 8 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%.