SMMV vs PSCT overlap
SMMV and PSCT overlap 5.5% by weight, across 29 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SMMV: July 31, 2026, PSCT: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | SMMV | PSCT | Overlap |
|---|---|---|---|
| Box Inc.- Class aBOX | 0.64% | 1.44% | 0.64% |
| Ringcentral in-aRNG | 0.44% | 1.22% | 0.44% |
| Netscout SystemsNTCT | 0.42% | 1.06% | 0.42% |
| Alarm.COM HoldinALRM | 0.39% | 0.84% | 0.39% |
| A10 Networks Inc.ATEN | 0.30% | 0.80% | 0.30% |
| Clear Secure I-aYOU | 0.29% | 1.83% | 0.29% |
| Qorvo Inc.QRVO | 0.29% | 3.26% | 0.29% |
| COHU Inc.COHU | 0.29% | 0.92% | 0.29% |
| Rogers Corp.ROG | 0.28% | 0.88% | 0.28% |
| Progress SoftwarPRGS | 0.24% | 0.52% | 0.24% |
| Axcelis Tech Inc.ACLS | 0.22% | 1.72% | 0.22% |
| Liveramp HoldingRAMP | 0.18% | 0.88% | 0.18% |
| ACI Worldwide inACIW | 0.15% | 1.68% | 0.15% |
| PC ConnectionCNXN | 0.14% | 0.30% | 0.14% |
| Viavi SolutionsVIAV | 0.14% | 4.19% | 0.14% |
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: SMMV, SEC Form N-PORT, July 31, 2026; PSCT, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SMMV | PSCT |
|---|---|---|
| Bank of America Corp. | $56.9M | $25.9M |
| Morgan Stanley | $426K | $26.6M |
| LPL Financial LLC | $7.1M | $12.7M |
| Raymond James Financial Inc. | $11.5M | $3.7M |
| Goldman Sachs Group Inc. | $2.9M | $11.1M |
| Northwestern Mutual Wealth Management Co | $246K | $12.1M |
| Cetera Investment Advisers | $684K | $11.6M |
| Wells Fargo & Company | $2.1M | $8.4M |
| Cambridge Investment Research Advisors, Inc. | $4.4M | $4.1M |
| Commonwealth Equity Services, LLC | $7.7M | $563K |
| UBS Group AG | $3.1M | $5.0M |
| Royal Bank of Canada | $5.9M | $2.1M |
| Ameriprise Financial Inc. | $3.0M | $4.4M |
| Beacon Pointe Advisors, LLC | $3.0M | $1.6M |
| Envestnet Asset Management Inc. | $1.9M | $2.3M |
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: SMMV institutional holders, PSCT institutional holders.
Frequently asked questions
How much do SMMV and PSCT overlap?
5.5% by weight, with 29 holdings in common, using holdings for SMMV as of July 31, 2026 and PSCT as of May 31, 2026. The largest shared position is BOX.
Do institutions hold both SMMV and PSCT?
41 Form 13F filers report positions in both, out of 203 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%.