SMMV vs IWMI overlap
SMMV and IWMI 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: SMMV, SEC Form N-PORT, July 31, 2026; IWMI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SMMV | IWMI |
|---|---|---|
| LPL Financial LLC | $7.1M | $39.6M |
| Royal Bank of Canada | $5.9M | $5.3M |
| Commonwealth Equity Services, LLC | $7.7M | $411K |
| UBS Group AG | $3.1M | $4.9M |
| Farther Finance Advisors, LLC | $177K | $6.2M |
| Cambridge Investment Research Advisors, Inc. | $4.4M | $1.9M |
| Private Advisor Group, LLC | $803K | $5.1M |
| Stifel Financial Corp. | $247K | $4.8M |
| MML Investors Services, LLC | $672K | $3.8M |
| Envestnet Asset Management Inc. | $1.9M | $1.5M |
| Rockefeller Capital Management L.P. | $16K | $3.2M |
| Integrated Wealth Concepts LLC | $2.9M | $195K |
| JPMorgan Chase & Co | $2.8M | $35K |
| Citadel Advisors LLC | $2.2M | $603K |
| Kestra Advisory Services, LLC | $1.3M | $1.2M |
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: SMMV institutional holders, IWMI institutional holders.
Frequently asked questions
How much do SMMV and IWMI overlap?
0.0% by weight, with 0 holdings in common, using holdings for SMMV as of July 31, 2026 and IWMI as of June 30, 2026.
Do institutions hold both SMMV and IWMI?
36 Form 13F filers report positions in both, out of 198 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%.