SMTH vs HYMB overlap
SMTH and HYMB 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: SMTH, SEC Form N-PORT, May 31, 2026; HYMB, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SMTH | HYMB |
|---|---|---|
| Wealth Enhancement Advisory Services, LLC | $1.3B | $4.2M |
| Raymond James Financial Inc. | $4.1M | $187.8M |
| Bank of America Corp. | $37.1M | $130.6M |
| Wells Fargo & Company | $893K | $157.9M |
| Morgan Stanley | $432K | $118.1M |
| Bank of New York Mellon Corp | $58.1M | $40.8M |
| LPL Financial LLC | $3.4M | $89.6M |
| Thrivent Financial for Lutherans | $25.1M | $6.7M |
| Envestnet Asset Management Inc. | $883K | $29.0M |
| Meridian Wealth Management, LLC | $23.8M | $566K |
| JPMorgan Chase & Co | $1.5M | $20.7M |
| Vise Technologies, Inc. | $20.4M | $337K |
| Farther Finance Advisors, LLC | $28K | $18.5M |
| World Investment Advisors | $11.2M | $806K |
| Osaic Holdings, Inc. | $603K | $11.3M |
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: SMTH institutional holders, HYMB institutional holders.
Frequently asked questions
How much do SMTH and HYMB overlap?
0.0% by weight, with 0 holdings in common, using holdings for SMTH as of May 31, 2026 and HYMB as of June 30, 2026.
Do institutions hold both SMTH and HYMB?
34 Form 13F filers report positions in both, out of 473 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%.