SSCP vs SMCP overlap

SSCP and SMCP overlap 0.0% by weight, across 0 shared holdings.

SSCPSMCP

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

SSCP0.0% of the fund is in shared holdings, of 32

SMCP0.0% of the fund is in shared holdings, of 31

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: SSCP, SEC Form N-PORT, June 30, 2026; SMCP, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 2 holding any

SSCP100.0% of its 13F dollars, 50.0% of its 2 holders

SMCP100.0% of its 13F dollars, 100.0% of its 1 holders

Largest institutions holding both

Firm	SSCP	SMCP
SMART Wealth LLC	$3.6M	$3.5M

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: SSCP institutional holders, SMCP institutional holders.

Frequently asked questions

How much do SSCP and SMCP overlap?

0.0% by weight, with 0 holdings in common, using holdings for SSCP as of June 30, 2026 and SMCP as of June 30, 2026.

Do institutions hold both SSCP and SMCP?

1 Form 13F filers report positions in both, out of 2 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%.