SMOT vs AVUQ overlap
SMOT and AVUQ overlap 2.3% by weight, across 33 shared holdings.
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Top shared holdings
| Holding | SMOT | AVUQ | Overlap |
|---|---|---|---|
| Ameriprise FinanAMP | 0.63% | 0.39% | 0.39% |
| Carnival Corp. LTCCL | 1.37% | 0.35% | 0.35% |
| DexcomDXCM | 0.57% | 0.32% | 0.32% |
| Airbnb Inc.-aABNB | 1.35% | 0.23% | 0.23% |
| Deckers OutdoorDECK | 0.59% | 0.23% | 0.23% |
| Cencora Inc.COR | 0.67% | 0.18% | 0.18% |
| Norwegian CruiseNCLH | 1.38% | 0.12% | 0.12% |
| Autonation Inc.AN | 0.65% | 0.07% | 0.07% |
| Block Inc.XYZ | 1.42% | 0.05% | 0.05% |
| Aptargroup Inc.ATR | 0.59% | 0.04% | 0.04% |
| West PharmaceutWST | 0.90% | 0.04% | 0.04% |
| Albemarle Corp.ALB | 1.10% | 0.04% | 0.04% |
| MSCI Inc.MSCI | 0.64% | 0.04% | 0.04% |
| MarketaxessMKTX | 0.39% | 0.03% | 0.03% |
| SLB Ltd.SLB | 0.60% | 0.03% | 0.03% |
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; AVUQ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SMOT | AVUQ |
|---|---|---|
| LPL Financial LLC | $32.4M | $399K |
| NewEdge Advisors, LLC | $301K | $10.8M |
| Bank of Montreal | $57K | $849K |
| Citadel Advisors LLC | $213K | $682K |
| AE Wealth Management LLC | $3K | $11K |
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, AVUQ institutional holders.
Frequently asked questions
How much do SMOT and AVUQ overlap?
2.3% by weight, with 33 holdings in common, using holdings for SMOT as of June 30, 2026 and AVUQ as of May 31, 2026. The largest shared position is AMP.
Do institutions hold both SMOT and AVUQ?
5 Form 13F filers report positions in both, out of 124 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%.