UEVM vs SMHC overlap

UEVM and SMHC overlap 0.0% by weight, across 0 shared holdings.

UEVMSMHC

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

UEVM0.0% of the fund is in shared holdings, of 187

SMHC0.0% of the fund is in shared holdings, of 25

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: UEVM, SEC Form N-PORT, June 30, 2026; SMHC, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 24 holding any

UEVM3.6% of its 13F dollars, 9.5% of its 21 holders

SMHC9.0% of its 13F dollars, 40.0% of its 5 holders

Largest institutions holding both

Firm	UEVM	SMHC
Old Mission Capital LLC	$6.6M	$16.6M
Jane Street Group, LLC	$1.2M	$2.4M

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: UEVM institutional holders, SMHC institutional holders.

Frequently asked questions

How much do UEVM and SMHC overlap?

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

Do institutions hold both UEVM and SMHC?

2 Form 13F filers report positions in both, out of 24 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%.