SMRI vs BLUX overlap

SMRI and BLUX overlap 0.0% by weight, across 0 shared holdings.

SMRIBLUX

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

SMRI0.0% of the fund is in shared holdings, of 47

BLUX0.0% of the fund is in shared holdings, of 4

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: SMRI, SEC Form N-PORT, July 31, 2026; BLUX, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 13 holding any

SMRI0.2% of its 13F dollars, 12.5% of its 8 holders

BLUX0.1% of its 13F dollars, 16.7% of its 6 holders

Largest institutions holding both

Firm	SMRI	BLUX
GTS Securities LLC	$1.1M	$354K

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: SMRI institutional holders, BLUX institutional holders.

Frequently asked questions

How much do SMRI and BLUX overlap?

0.0% by weight, with 0 holdings in common, using holdings for SMRI as of July 31, 2026 and BLUX as of July 31, 2026.

Do institutions hold both SMRI and BLUX?

1 Form 13F filers report positions in both, out of 13 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%.