SMOM vs GSJY overlap

SMOM and GSJY overlap 0.0% by weight, across 0 shared holdings.

SMOMGSJY

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

SMOM0.0% of the fund is in shared holdings, of 7

GSJY0.0% of the fund is in shared holdings, of 154

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: SMOM, SEC Form N-PORT, May 31, 2026; GSJY, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 33 holding any

SMOM0.5% of its 13F dollars, 28.6% of its 14 holders

GSJY1.1% of its 13F dollars, 17.4% of its 23 holders

Largest institutions holding both

Firm	SMOM	GSJY
LPL Financial LLC	$240K	$423K
Integrated Wealth Concepts LLC	$8K	$145K
Osaic Holdings, Inc.	$40K	$77K
UBS Group AG	$41K	$60K

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: SMOM institutional holders, GSJY institutional holders.

Frequently asked questions

How much do SMOM and GSJY overlap?

0.0% by weight, with 0 holdings in common, using holdings for SMOM as of May 31, 2026 and GSJY as of May 31, 2026.

Do institutions hold both SMOM and GSJY?

4 Form 13F filers report positions in both, out of 33 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%.