SMMU vs QLTA overlap
SMMU and QLTA 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: SMMU, SEC Form N-PORT, June 30, 2026; QLTA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SMMU | QLTA |
|---|---|---|
| Morgan Stanley | $180.4M | $23.0M |
| Bank of America Corp. | $64.8M | $24.9M |
| MAI Capital Management | $5.3M | $59.8M |
| LPL Financial LLC | $30.3M | $30.7M |
| Goldman Sachs Group Inc. | $1.0M | $49.1M |
| Raymond James Financial Inc. | $21.6M | $23.2M |
| JPMorgan Chase & Co | $30.6M | $13.2M |
| Cetera Investment Advisers | $30.9M | $3.9M |
| Wells Fargo & Company | $19.2M | $15.6M |
| UBS Group AG | $2.5M | $25.4M |
| OneDigital Investment Advisors LLC | $1.5M | $24.4M |
| Wealth Enhancement Advisory Services, LLC | $25.0M | $168K |
| MML Investors Services, LLC | $2.1M | $21.1M |
| Osaic Holdings, Inc. | $20.3M | $2.5M |
| Stifel Financial Corp. | $11.8M | $1.2M |
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: SMMU institutional holders, QLTA institutional holders.
Frequently asked questions
How much do SMMU and QLTA overlap?
0.0% by weight, with 0 holdings in common, using holdings for SMMU as of June 30, 2026 and QLTA as of July 31, 2026.
Do institutions hold both SMMU and QLTA?
59 Form 13F filers report positions in both, out of 321 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%.