SMOG vs IDRV overlap
SMOG and IDRV overlap 19.4% by weight, across 8 shared holdings.
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Top shared holdings
| Holding | SMOG | IDRV | Overlap |
|---|---|---|---|
| BYD Company1211 | 4.44% | 4.84% | 4.44% |
| Tesla Inc.TSLA | 8.48% | 3.69% | 3.69% |
| Samsung SDI Co6400 | 3.80% | 3.43% | 3.43% |
| Contemporary a-H3750 | 2.86% | 4.04% | 2.86% |
| Rivian Automot-aRIVN | 2.77% | 4.31% | 2.77% |
| LG Energy Soluti373220 | 1.23% | 3.90% | 1.23% |
| Quantumscape CORQS | 0.65% | 1.44% | 0.65% |
| Zhejiang Leapm-H9863 | 0.29% | 1.95% | 0.29% |
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: SMOG, SEC Form N-PORT, June 30, 2026; IDRV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SMOG | IDRV |
|---|---|---|
| Morgan Stanley | $4.5M | $5.8M |
| Goldman Sachs Group Inc. | $3.6M | $1.2M |
| LPL Financial LLC | $1.8M | $2.0M |
| Ameriprise Financial Inc. | $2.6M | $654K |
| Wells Fargo & Company | $1.4M | $1.1M |
| UBS Group AG | $1.2M | $430K |
| Jones Financial Companies LLLP | $859K | $483K |
| Jane Street Group, LLC | $516K | $754K |
| Commonwealth Equity Services, LLC | $431K | $781K |
| Wealth Enhancement Advisory Services, LLC | $690K | $397K |
| Royal Bank of Canada | $639K | $406K |
| Raymond James Financial Inc. | $668K | $220K |
| Osaic Holdings, Inc. | $417K | $211K |
| Rockefeller Capital Management L.P. | $153K | $6K |
| Bank of Montreal | $118K | $28K |
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: SMOG institutional holders, IDRV institutional holders.
Frequently asked questions
How much do SMOG and IDRV overlap?
19.4% by weight, with 8 holdings in common, using holdings for SMOG as of June 30, 2026 and IDRV as of July 31, 2026. The largest shared position is 1211.
Do institutions hold both SMOG and IDRV?
19 Form 13F filers report positions in both, out of 114 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%.