SMMD vs AVSC overlap
SMMD and AVSC overlap 3.8% by weight, across 84 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SMMD | AVSC | Overlap |
|---|---|---|---|
| Everus ConstructECG | 0.11% | 0.26% | 0.11% |
| Avnet Inc.AVT | 0.10% | 0.13% | 0.10% |
| Sensata TechnoloST | 0.09% | 0.10% | 0.09% |
| Fortune Brands IFBIN | 0.08% | 0.20% | 0.08% |
| MACY'S Inc.M | 0.08% | 0.14% | 0.08% |
| Caesars EntertaiCZR | 0.08% | 0.29% | 0.08% |
| Crocs Inc.CROX | 0.08% | 0.18% | 0.08% |
| Alaska Air GroupALK | 0.08% | 0.19% | 0.08% |
| Sonoco ProductsSON | 0.07% | 0.27% | 0.07% |
| Brunswick Corp.BC | 0.07% | 0.11% | 0.07% |
| MSC INDL DirectMSM | 0.07% | 0.10% | 0.07% |
| Gentex Corp.GNTX | 0.07% | 0.13% | 0.07% |
| TREX Co Inc.TREX | 0.07% | 0.08% | 0.07% |
| Willscot HoldingWSC | 0.07% | 0.14% | 0.07% |
| Iridium CommunicIRDM | 0.07% | 0.25% | 0.07% |
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: SMMD, SEC Form N-PORT, June 30, 2026; AVSC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SMMD | AVSC |
|---|---|---|
| Mercer Global Advisors Inc. | $1.7M | $1.1B |
| Fifth Third Bancorp | $318.9M | $190K |
| Bank of Montreal | $212.9M | $216K |
| FMR LLC | $99.2M | $453K |
| Northwestern Mutual Wealth Management Co | $2.6M | $96.7M |
| Morgan Stanley | $8.1M | $81.4M |
| Envestnet Asset Management Inc. | $24.3M | $57.1M |
| Focus Partners Wealth | $71.1M | $1.1M |
| LPL Financial LLC | $25.8M | $38.6M |
| Cresset Asset Management, LLC | $59.6M | $2.6M |
| Raymond James Financial Inc. | $45.5M | $13.4M |
| Creative Planning | $1.7M | $47.4M |
| AE Wealth Management LLC | $224K | $41.4M |
| JPMorgan Chase & Co | $34.4M | $3.9M |
| Osaic Holdings, Inc. | $25.1M | $526K |
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: SMMD institutional holders, AVSC institutional holders.
Frequently asked questions
How much do SMMD and AVSC overlap?
3.8% by weight, with 84 holdings in common, using holdings for SMMD as of June 30, 2026 and AVSC as of May 31, 2026. The largest shared position is ECG.
Do institutions hold both SMMD and AVSC?
66 Form 13F filers report positions in both, out of 442 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%.