SMOT vs MFSG overlap
SMOT and MFSG overlap 1.4% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SMOT | MFSG | Overlap |
|---|---|---|---|
| Waters Corp.WAT | 0.78% | 1.31% | 0.78% |
| Airbnb Inc.-aABNB | 1.35% | 0.65% | 0.65% |
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; MFSG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SMOT | MFSG |
|---|---|---|
| LPL Financial LLC | $32.4M | $53.1M |
| Private Advisor Group, LLC | $310K | $66.8M |
| Jones Financial Companies LLLP | $4.5M | $31.5M |
| Bank of America Corp. | $17.2M | $498K |
| Raymond James Financial Inc. | $5.8M | $4.9M |
| Royal Bank of Canada | $1.5M | $8.1M |
| Cetera Investment Advisers | $1.4M | $3.6M |
| Commonwealth Equity Services, LLC | $753K | $3.9M |
| Cambridge Investment Research Advisors, Inc. | $3.7M | $878K |
| Stifel Financial Corp. | $1.8M | $471K |
| Goldman Sachs Group Inc. | $637K | $1.4M |
| Jane Street Group, LLC | $559K | $1.2M |
| IHT Wealth Management, LLC | $544K | $1.1M |
| Wells Fargo & Company | $440K | $6K |
| Osaic Holdings, Inc. | $113K | $20K |
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, MFSG institutional holders.
Frequently asked questions
How much do SMOT and MFSG overlap?
1.4% by weight, with 2 holdings in common, using holdings for SMOT as of June 30, 2026 and MFSG as of May 31, 2026. The largest shared position is WAT.
Do institutions hold both SMOT and MFSG?
18 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%.