# Portfolio overlap — LGSCX vs RESM

Comparing **Franklin U.S. Small Cap Equity Fund** (2026-03-31) and **Columbia Research Enhanced Small Cap ETF** (2026-03-31).

- Shared positions: 213
- Franklin U.S. Small Cap Equity Fund covered by Columbia Research Enhanced Small Cap ETF: 0.2991859235072124569349104630
- Columbia Research Enhanced Small Cap ETF covered by Franklin U.S. Small Cap Equity Fund: 0.2991859235072124569349104631

## Franklin U.S. Small Cap Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BLOOM ENERGY CORP CL A | 0.015662 |  |
| NEXTRACKER INC CL A | 0.013222 | ✓ |
| Invesco Treasury Portfolio, Institutional Class | 0.011233 |  |
| SSR MINING INC | 0.010852 | ✓ |
| POWELL INDUSTRIES INC | 0.010008 |  |
| ARGAN INC | 0.009877 | ✓ |
| ENSIGN GROUP INC | 0.009365 | ✓ |
| PAR PACIFIC HOLDINGS INC | 0.009351 | ✓ |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.009149 |  |
| CALIFORNIA RESOU | 0.009007 | ✓ |
| TALOS ENERGY INC | 0.008892 | ✓ |
| LUMEN TECHNOLOGIES INC | 0.008840 | ✓ |
| FABRINET | 0.008782 | ✓ |
| TUTOR PERINI CORP | 0.008721 | ✓ |
| INTERDIGITAL INC | 0.008688 | ✓ |
| PRIMORIS SVCS CORP | 0.008574 | ✓ |
| JACKSON FINANCIAL INC | 0.008451 | ✓ |
| RAMBUS INC | 0.008165 | ✓ |
| MOOG INC-CLASS A | 0.008082 |  |
| UNITED NATURAL FOODS INC | 0.007402 | ✓ |
| ENERSYS INC | 0.007259 | ✓ |
| BRIGHTSPHERE INVESTMENT GROUP INC | 0.007250 | ✓ |
| HECLA MINING CO | 0.007163 | ✓ |
| SENECA FOODS CORP CL A | 0.006770 | ✓ |
| AMERICAN PUBLIC EDUCATION INC | 0.006751 | ✓ |
| BEL FUSE INC NV CL B | 0.006744 |  |
| KRATOS DEFENSE and SEC SOLTN INC | 0.006605 |  |
| SKYWEST INC | 0.006576 | ✓ |
| Constellium SE, Class A | 0.006542 | ✓ |
| SKYWATER TECHNOLOGY INC | 0.006495 |  |
| THERAVANCE BIOPHARMA INC | 0.006462 | ✓ |
| RADIAN GROUP INC | 0.006421 | ✓ |
| LIVANOVA PLC | 0.006300 | ✓ |
| PHOTRONICS INC | 0.006296 | ✓ |
| PIPER SANDLER CO | 0.006248 | ✓ |
| KOHLS CORP | 0.006217 | ✓ |
| SCORPIO TANKERS INC | 0.006214 | ✓ |
| AXOS FINANCIAL INC | 0.006211 | ✓ |
| BRINKER INTL | 0.006198 | ✓ |
| DIGITALOCEAN HOLDINGS INC | 0.006099 | ✓ |
| SANMINA CORP | 0.006059 | ✓ |
| VALARIS LTD | 0.006031 | ✓ |
| ASTRONICS CORP | 0.006011 | ✓ |
| VALLEY NATL BANCORP | 0.005946 | ✓ |
| ARROWHEAD PHARMACEUTICALS INC | 0.005887 | ✓ |
| SELECT MEDICAL HLDGS CORP | 0.005876 | ✓ |
| TEXAS CAPITAL BANCSHARES INC | 0.005874 | ✓ |
| ENOVA INTL INC | 0.005808 | ✓ |
| HOVNANIAN ENTERPRISES INC CL A | 0.005800 | ✓ |
| BANK OF NT BUTTERFIELD & SON LTD/THE | 0.005795 | ✓ |

## Columbia Research Enhanced Small Cap ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| FABRINET | 0.009709 | ✓ |
| NEXTRACKER INC CL A | 0.009607 | ✓ |
| Goldman Sachs Trust - Goldman Sachs Financial Square Treasury Instruments Fund | 0.008312 |  |
| STERLING INFRASTRUCTURE INC | 0.006651 |  |
| LXP INDUSTRIAL TRUST REIT | 0.006391 |  |
| ADV ENERGY INDS | 0.006324 |  |
| ENSIGN GROUP INC | 0.005660 | ✓ |
| DYCOM INDUSTRIES INC | 0.005312 |  |
| HECLA MINING CO | 0.005270 | ✓ |
| CHART INDUSTRIES INC | 0.005132 |  |
| COEUR MINING INC | 0.005131 |  |
| TTM TECHNOLOGIES INC | 0.005059 | ✓ |
| IES HOLDINGS INC | 0.004980 |  |
| RAMBUS INC | 0.004777 | ✓ |
| FIRSTCASH HOLDINGS INC | 0.004298 |  |
| WATTS WATER TECH INC CL A | 0.004267 | ✓ |
| PRIMORIS SVCS CORP | 0.004252 | ✓ |
| JACKSON FINANCIAL INC | 0.004109 | ✓ |
| FLUOR CORP | 0.004084 |  |
| ESCO TECHNOLOGIES INC | 0.004044 |  |
| BRIDGEBIO PHARMA INC | 0.003978 | ✓ |
| INTERDIGITAL INC | 0.003946 | ✓ |
| ARGAN INC | 0.003914 | ✓ |
| AMERICAN HEALTHCARE REIT INC | 0.003866 |  |
| FORMFACTOR INC | 0.003865 |  |
| SITIME CORP | 0.003835 |  |
| VIAVI SOLUTIONS INC | 0.003815 |  |
| CARETRUST REIT INC | 0.003783 |  |
| ZURN ELKAY WATER SOLUTIONS CORP | 0.003647 |  |
| ORMAT TECHNOLOGIES INC | 0.003619 | ✓ |
| TEREX CORP | 0.003610 | ✓ |
| JOHN BEAN TECHNOLOGIES CORP | 0.003592 |  |
| SEMTECH CORP | 0.003591 |  |
| HEALTHEQUITY INC | 0.003548 |  |
| FED SIGNAL CORP | 0.003532 |  |
| SANMINA CORP | 0.003515 | ✓ |
| SILICON LABS | 0.003467 |  |
| ENERSYS INC | 0.003461 | ✓ |
| CLEARWATER ANALYTICS HOLDINGS INC | 0.003437 |  |
| VALLEY NATL BANCORP | 0.003437 | ✓ |
| MADRIGAL PHARMACEUTICALS INC | 0.003420 | ✓ |
| UNITED BANKSHS | 0.003301 |  |
| LUMEN TECHNOLOGIES INC | 0.003301 | ✓ |
| ESSENT GROUP LTD | 0.003169 | ✓ |
| TRANSOCEAN LTD | 0.003129 |  |
| PORTLAND GENERAL ELECTRIC CO | 0.003120 |  |
| PIPER SANDLER CO | 0.003100 | ✓ |
| HANCOCK WHITNEY CORP | 0.003053 |  |
| NOBLE CORP PLC | 0.003045 |  |
| GLAUKOS CORP | 0.003024 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-021637` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1474103/000094040026021637/0000940400-26-021637-index.htm>
- N-PORT (fund B) — accession `0001410368-26-055073` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1551950/000141036826055073/0001410368-26-055073-index.htm>

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