SMOT vs AAUA overlap
SMOT and AAUA overlap 3.0% by weight, across 48 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SMOT | AAUA | Overlap |
|---|---|---|---|
| Elevance HealthELV | 0.60% | 0.15% | 0.15% |
| Datadog Inc.-aDDOG | 1.29% | 0.15% | 0.15% |
| SLB Ltd.SLB | 0.60% | 0.13% | 0.13% |
| The Cigna GroupCI | 1.27% | 0.13% | 0.13% |
| United RentalsURI | 0.86% | 0.12% | 0.12% |
| Northrop GrummanNOC | 0.61% | 0.12% | 0.12% |
| Airbnb Inc.-aABNB | 1.35% | 0.10% | 0.10% |
| Cencora Inc.COR | 0.67% | 0.10% | 0.10% |
| L3harris TechnolLHX | 0.63% | 0.10% | 0.10% |
| Carrier GLOBCARR | 0.78% | 0.10% | 0.10% |
| Monolithic PowerMPWR | 0.78% | 0.10% | 0.10% |
| Corteva Inc.CTVA | 1.42% | 0.10% | 0.10% |
| Devon Energy CoDVN | 1.17% | 0.09% | 0.09% |
| Becton DickinsonBDX | 1.23% | 0.08% | 0.08% |
| MSCI Inc.MSCI | 0.64% | 0.07% | 0.07% |
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: SMOT, SEC Form N-PORT, June 30, 2026; AAUA, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SMOT | AAUA |
|---|---|---|
| HighTower Advisors, LLC | $1.1M | $4.8M |
| Mercer Global Advisors Inc. | $2.2M | $1.1M |
| Royal Bank of Canada | $1.5M | $1.6M |
| Creative Planning | $288K | $2.0M |
| NewEdge Advisors, LLC | $301K | $1.3M |
| Citadel Advisors LLC | $213K | $493K |
| DHJJ Financial Advisors, Ltd. | $389 | $605K |
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: SMOT institutional holders, AAUA institutional holders.
Frequently asked questions
How much do SMOT and AAUA overlap?
3.0% by weight, with 48 holdings in common, using holdings for SMOT as of June 30, 2026 and AAUA as of June 30, 2026. The largest shared position is ELV.
Do institutions hold both SMOT and AAUA?
7 Form 13F filers report positions in both, out of 136 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%.