SMOX vs ALTL overlap
3 institutions report holding both SMOX and ALTL.
SMOXALTL
Pick 2 to 4 ETFs.
We don’t have holdings for SMOX. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
3
institutions report holding both, of 45 holding any
SMOX15.7% of its 13F dollars, 37.5% of its 8 holders
ALTL4.2% of its 13F dollars, 7.5% of its 40 holders
Largest institutions holding both
| Firm | SMOX | ALTL |
|---|---|---|
| Envestnet Asset Management Inc. | $10.7M | $1.7M |
| Cambridge Investment Research Advisors, Inc. | $730K | $922K |
| UBS Group AG | $12K | $330K |
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: SMOX institutional holders, ALTL institutional holders.
Frequently asked questions
Do institutions hold both SMOX and ALTL?
3 Form 13F filers report positions in both, out of 45 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%.