SRVR vs FMAT overlap
SRVR and FMAT overlap 0.0% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SRVR | FMAT | Overlap |
|---|---|---|---|
| ASP Isotopes Inc.ASPI | 0.80% | 0.03% | 0.03% |
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: SRVR, SEC Form N-PORT, July 31, 2026; FMAT, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SRVR | FMAT |
|---|---|---|
| AE Wealth Management LLC | $968K | $98.5M |
| Bank of America Corp. | $73.9M | $1.6M |
| Northwestern Mutual Wealth Management Co | $38.4M | $1.3M |
| Ameriprise Financial Inc. | $26.5M | $300K |
| Morgan Stanley | $17.0M | $3.8M |
| UBS Group AG | $15.6M | $422K |
| LPL Financial LLC | $11.2M | $4.0M |
| Cambridge Investment Research Advisors, Inc. | $5.4M | $3.3M |
| Wells Fargo & Company | $6.0M | $958K |
| Commonwealth Equity Services, LLC | $775K | $5.2M |
| Royal Bank of Canada | $4.7M | $658K |
| Cetera Investment Advisers | $3.0M | $2.2M |
| Steward Partners Investment Advisory, LLC | $86K | $4.4M |
| Osaic Holdings, Inc. | $729K | $3.4M |
| Raymond James Financial Inc. | $2.9M | $937K |
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: SRVR institutional holders, FMAT institutional holders.
Frequently asked questions
How much do SRVR and FMAT overlap?
0.0% by weight, with 1 holdings in common, using holdings for SRVR as of July 31, 2026 and FMAT as of July 31, 2026. The largest shared position is ASPI.
Do institutions hold both SRVR and FMAT?
42 Form 13F filers report positions in both, out of 217 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%.