TOPT vs SMOT overlap
TOPT and SMOT 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: TOPT, SEC Form N-PORT, June 30, 2026; SMOT, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TOPT | SMOT |
|---|---|---|
| LPL Financial LLC | $39.8M | $32.4M |
| Raymond James Financial Inc. | $17.1M | $5.8M |
| Bank of America Corp. | $811K | $17.2M |
| Morgan Stanley | $34 | $17.2M |
| BlackRock, Inc. | $14.0M | $76K |
| Cetera Investment Advisers | $6.7M | $1.4M |
| IHT Wealth Management, LLC | $7.4M | $544K |
| Independent Financial Group, LLC | $6.3M | $310K |
| Cambridge Investment Research Advisors, Inc. | $1.6M | $3.7M |
| Prospera Financial Services Inc | $1.3M | $2.5M |
| Osaic Holdings, Inc. | $3.8M | $113K |
| Goldman Sachs Group Inc. | $2.8M | $637K |
| HighTower Advisors, LLC | $2.3M | $1.1M |
| Janney Montgomery Scott LLC | $2.7M | $312K |
| JPMorgan Chase & Co | $2.9M | $121K |
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: TOPT institutional holders, SMOT institutional holders.
Frequently asked questions
How much do TOPT and SMOT overlap?
0.0% by weight, with 0 holdings in common, using holdings for TOPT as of June 30, 2026 and SMOT as of June 30, 2026.
Do institutions hold both TOPT and SMOT?
34 Form 13F filers report positions in both, out of 173 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%.