TAXE vs HSMV overlap
TAXE and HSMV 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: TAXE, SEC Form N-PORT, July 31, 2026; HSMV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | TAXE | HSMV |
|---|---|---|
| LPL Financial LLC | $9.7M | $6.8M |
| Envestnet Asset Management Inc. | $2.7M | $10.9M |
| Bank of New York Mellon Corp | $5.6M | $5.9M |
| Cetera Investment Advisers | $2.8M | $7.2M |
| Cambridge Investment Research Advisors, Inc. | $268K | $5.8M |
| Osaic Holdings, Inc. | $64K | $160K |
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: TAXE institutional holders, HSMV institutional holders.
Frequently asked questions
How much do TAXE and HSMV overlap?
0.0% by weight, with 0 holdings in common, using holdings for TAXE as of July 31, 2026 and HSMV as of July 31, 2026.
Do institutions hold both TAXE and HSMV?
6 Form 13F filers report positions in both, out of 36 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%.