SMTH vs PGX overlap
SMTH and PGX overlap 0.1% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SMTH | PGX | Overlap |
|---|---|---|---|
| Bank of Hawaii Corp. Depositary Shares, EACH Representing a 1/40TH Interest in a Share of 8.000% NON-Cumulative Perpetual Preferred Stock, Series BBOH B | 0.08% | 0.16% | 0.08% |
| Jackson Financial Inc. Depositary Shares, EACH Representing a 1/1,000th Interest in a Share of Fixed-RATE Reset Noncumulative Perpetual Preferred StockJXN A | 0.02% | 0.54% | 0.02% |
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; PGX, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SMTH | PGX |
|---|---|---|
| Wealth Enhancement Advisory Services, LLC | $1.3B | $3.9M |
| Bank of America Corp. | $37.1M | $944.2M |
| Shufro Rose & Co LLC | $136.4M | $889K |
| Wells Fargo & Company | $893K | $121.7M |
| JPMorgan Chase & Co | $1.5M | $77.0M |
| Morgan Stanley | $432K | $67.5M |
| LPL Financial LLC | $3.4M | $53.8M |
| Allworth Financial LP | $927 | $37.3M |
| Raymond James Financial Inc. | $4.1M | $32.2M |
| Level Four Advisory Services, LLC | $32.3M | $238K |
| Royal Bank of Canada | $573K | $30.7M |
| Thrivent Financial for Lutherans | $25.1M | $302K |
| Vise Technologies, Inc. | $20.4M | $135K |
| Osaic Holdings, Inc. | $603K | $14.1M |
| World Investment Advisors | $11.2M | $2.0M |
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, PGX institutional holders.
Frequently asked questions
How much do SMTH and PGX overlap?
0.1% by weight, with 2 holdings in common, using holdings for SMTH as of May 31, 2026 and PGX as of May 31, 2026. The largest shared position is BOH B.
Do institutions hold both SMTH and PGX?
35 Form 13F filers report positions in both, out of 460 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%.