SMOT vs EDOW overlap
SMOT and EDOW overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: SMOT, SEC Form N-PORT, June 30, 2026; EDOW, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SMOT | EDOW |
|---|---|---|
| Morgan Stanley | $17.2M | $65.9M |
| LPL Financial LLC | $32.4M | $26.9M |
| Bank of America Corp. | $17.2M | $1.2M |
| Commonwealth Equity Services, LLC | $753K | $10.8M |
| Raymond James Financial Inc. | $5.8M | $5.0M |
| UBS Group AG | $153K | $9.4M |
| Cambridge Investment Research Advisors, Inc. | $3.7M | $5.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $78K | $5.3M |
| Cetera Investment Advisers | $1.4M | $3.9M |
| Goldman Sachs Group Inc. | $637K | $4.6M |
| Wealth Enhancement Advisory Services, LLC | $3.1M | $308K |
| Kestra Advisory Services, LLC | $595K | $2.1M |
| Stifel Financial Corp. | $1.8M | $864K |
| Royal Bank of Canada | $1.5M | $975K |
| Osaic Holdings, Inc. | $113K | $1.8M |
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, EDOW institutional holders.
Frequently asked questions
How much do SMOT and EDOW overlap?
0.0% by weight, with 0 holdings in common, using holdings for SMOT as of June 30, 2026 and EDOW as of June 30, 2026.
Do institutions hold both SMOT and EDOW?
33 Form 13F filers report positions in both, out of 149 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%.