SMLV vs IWMI overlap
SMLV and IWMI overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: SMLV, SEC Form N-PORT, June 30, 2026; IWMI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SMLV | IWMI |
|---|---|---|
| LPL Financial LLC | $9.8M | $39.6M |
| Cambridge Investment Research Advisors, Inc. | $24.3M | $1.9M |
| Osaic Holdings, Inc. | $12.1M | $75K |
| UBS Group AG | $3.5M | $4.9M |
| Royal Bank of Canada | $1.9M | $5.3M |
| Farther Finance Advisors, LLC | $9K | $6.2M |
| Private Advisor Group, LLC | $275K | $5.1M |
| Stifel Financial Corp. | $200K | $4.8M |
| Envestnet Asset Management Inc. | $3.0M | $1.5M |
| MML Investors Services, LLC | $591K | $3.8M |
| Cetera Investment Advisers | $3.2M | $254K |
| Rockefeller Capital Management L.P. | $54K | $3.2M |
| Commonwealth Equity Services, LLC | $2.2M | $411K |
| Citadel Advisors LLC | $1.4M | $603K |
| Integrated Wealth Concepts LLC | $1.8M | $195K |
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: SMLV institutional holders, IWMI institutional holders.
Frequently asked questions
How much do SMLV and IWMI overlap?
0.0% by weight, with 0 holdings in common, using holdings for SMLV as of June 30, 2026 and IWMI as of June 30, 2026.
Do institutions hold both SMLV and IWMI?
30 Form 13F filers report positions in both, out of 182 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%.