SMMD vs SLYV overlap
SMMD and SLYV overlap 3.0% by weight, across 45 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SMMD | SLYV | Overlap |
|---|---|---|---|
| Molina HealthcarMOH | 0.16% | 1.28% | 0.16% |
| Element SolutionESI | 0.14% | 0.59% | 0.14% |
| Match Group Inc.MTCH | 0.12% | 0.95% | 0.12% |
| Ralliant Corp.RAL | 0.11% | 0.43% | 0.11% |
| Qorvo Inc.QRVO | 0.10% | 0.30% | 0.10% |
| Eastman ChemicalEMN | 0.10% | 0.83% | 0.10% |
| Carmax Inc.KMX | 0.10% | 0.81% | 0.10% |
| Gates IndustrialGTES | 0.09% | 0.35% | 0.09% |
| Pool Corp.POOL | 0.09% | 0.74% | 0.09% |
| LKQ Corp.LKQ | 0.09% | 0.72% | 0.09% |
| Conagra Brands ICAG | 0.09% | 0.69% | 0.09% |
| Enphase EnergyENPH | 0.08% | 0.70% | 0.08% |
| Caesars EntertaiCZR | 0.08% | 0.66% | 0.08% |
| Mohawk INDSMHK | 0.08% | 0.67% | 0.08% |
| LAMB WestonLW | 0.08% | 0.64% | 0.08% |
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; SLYV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SMMD | SLYV |
|---|---|---|
| LPL Financial LLC | $25.8M | $781.9M |
| Glenmede Trust Co NA | $439.0M | $34K |
| Fifth Third Bancorp | $318.9M | $815K |
| Bank of America Corp. | $161.3M | $104.8M |
| Bank of Montreal | $212.9M | $1K |
| FMR LLC | $99.2M | $2.7M |
| Focus Partners Wealth | $71.1M | $30.5M |
| CENTRAL TRUST Co | $95.9M | $210K |
| UBS Group AG | $71.0M | $14.7M |
| Ameriprise Financial Inc. | $13.8M | $59.6M |
| Morgan Stanley | $8.1M | $60.7M |
| Cresset Asset Management, LLC | $59.6M | $458K |
| Raymond James Financial Inc. | $45.5M | $10.6M |
| Wealthspire Advisors, LLC | $51.6M | $655K |
| Osaic Holdings, Inc. | $25.1M | $23.9M |
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, SLYV institutional holders.
Frequently asked questions
How much do SMMD and SLYV overlap?
3.0% by weight, with 45 holdings in common, using holdings for SMMD as of June 30, 2026 and SLYV as of June 30, 2026. The largest shared position is MOH.
Do institutions hold both SMMD and SLYV?
117 Form 13F filers report positions in both, out of 761 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%.