SNOV vs SMAY overlap
36 institutions report holding both SNOV and SMAY.
SNOVSMAY
Pick 2 to 4 ETFs.
We don’t have holdings for SNOV, SMAY. 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.
36
institutions report holding both, of 85 holding any
SNOV85.5% of its 13F dollars, 65.5% of its 55 holders
SMAY72.1% of its 13F dollars, 54.5% of its 66 holders
Largest institutions holding both
| Firm | SNOV | SMAY |
|---|---|---|
| Osaic Holdings, Inc. | $6.4M | $2.4M |
| Cetera Investment Advisers | $3.3M | $3.0M |
| Susquehanna International Group, LLP | $2.1M | $2.3M |
| MGO One Seven LLC | $1.2M | $3.2M |
| LPL Financial LLC | $1.6M | $2.6M |
| Commonwealth Equity Services, LLC | $2.6M | $1.5M |
| Cambridge Investment Research Advisors, Inc. | $1.9M | $1.7M |
| Park Avenue Securities LLC | $2.9M | $384K |
| BFI Wealth Solutions, LLC | $2.1M | $1.1M |
| Raymond James Financial Inc. | $1.6M | $1.3M |
| NorthCrest Asset Manangement, LLC | $1.8M | $982K |
| Kestra Advisory Services, LLC | $925K | $1.1M |
| Grantvest Financial Group LLC | $1.3M | $676K |
| Envestnet Asset Management Inc. | $404K | $1.3M |
| Ignite Planners, LLC | $739K | $779K |
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: SNOV institutional holders, SMAY institutional holders.
Frequently asked questions
Do institutions hold both SNOV and SMAY?
36 Form 13F filers report positions in both, out of 85 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%.