TPLC vs SMLV overlap
TPLC and SMLV 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: TPLC, SEC Form N-PORT, June 30, 2026; SMLV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TPLC | SMLV |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $10.9M | $24.3M |
| LPL Financial LLC | $18.1M | $9.8M |
| Osaic Holdings, Inc. | $806K | $12.1M |
| Cetera Investment Advisers | $3.1M | $3.2M |
| Ameriprise Financial Inc. | $4.3M | $981K |
| UBS Group AG | $1.0M | $3.5M |
| J.W. Cole Advisors, Inc. | $4.2M | $252K |
| United Capital Financial Advisors, LLC | $3.2M | $783K |
| Envestnet Asset Management Inc. | $688K | $3.0M |
| Citadel Advisors LLC | $2.2M | $1.4M |
| Jones Financial Companies LLLP | $2.1M | $1.3M |
| Commonwealth Equity Services, LLC | $796K | $2.2M |
| Two Sigma Investments, LP | $770K | $1.9M |
| Raymond James Financial Inc. | $2.0M | $537K |
| Royal Bank of Canada | $453K | $1.9M |
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: TPLC institutional holders, SMLV institutional holders.
Frequently asked questions
How much do TPLC and SMLV overlap?
0.0% by weight, with 0 holdings in common, using holdings for TPLC as of June 30, 2026 and SMLV as of June 30, 2026.
Do institutions hold both TPLC and SMLV?
32 Form 13F filers report positions in both, out of 167 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%.