# Portfolio overlap — SMAP vs PHSKX

Comparing **Amplify Small-Mid Cap Equity ETF** (2026-03-31) and **Virtus KAR Mid-Cap Growth Fund** (2026-03-31).

- Shared positions: 8
- Amplify Small-Mid Cap Equity ETF covered by Virtus KAR Mid-Cap Growth Fund: 0.1495116725129834341045504738
- Virtus KAR Mid-Cap Growth Fund covered by Amplify Small-Mid Cap Equity ETF: 0.1495116725129834341045504738

## Amplify Small-Mid Cap Equity ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MONOLITHIC POWER SYS INC | 0.039025 | ✓ |
| CASEY'S GENERAL | 0.033065 |  |
| WEST PHARMACEUTICAL SVCS INC | 0.030498 | ✓ |
| STIFEL FINANCIAL CORP | 0.030222 |  |
| MKS INSTRUMENTS INC | 0.030200 |  |
| CURTISS WRIGHT CORPORATION | 0.028731 |  |
| MATADOR RESOURCES COMPANY | 0.028291 |  |
| WEBSTER FINL | 0.027031 |  |
| WATSCO INC | 0.026560 |  |
| AMERICAN FINL GROUP INC OHIO | 0.025485 |  |
| MARKEL GROUP INC | 0.024843 |  |
| EAGLE MATERIALS INC | 0.023974 |  |
| RANGE RESOURCES CORP | 0.023896 |  |
| STEEL DYNAMICS INC | 0.022779 |  |
| APPLIED INDU TEC | 0.022384 |  |
| OLD DOMINION FRT | 0.022191 | ✓ |
| Invesco Government & Agency Portfolio, Institutional Class | 0.021943 |  |
| BJS WHSL CLUB HLDGS INC | 0.021876 |  |
| NVR INC | 0.021383 |  |
| EASTGROUP PROP | 0.021020 |  |
| BWX TECHNOLOGIES INC | 0.020569 |  |
| ROYAL GOLD INC | 0.020231 |  |
| CARLISLE COS INC | 0.020027 |  |
| WINTRUST FINL | 0.019160 |  |
| PINNACLE FINANCIAL PARTNERS INC | 0.017889 |  |
| STOCK YARDS BANCORP INC | 0.017423 |  |
| HEICO CORP | 0.017350 |  |
| BIO-TECHNE CORP | 0.016703 |  |
| ESSENTIAL PROPERTIES REALTY TRUST INC | 0.016452 |  |
| TEXAS ROADHOUSE INC | 0.016343 |  |
| TANGER INC- REIT | 0.016153 |  |
| ENSIGN GROUP INC | 0.015038 |  |
| TRIMBLE INC | 0.014816 | ✓ |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC | 0.014791 |  |
| REPLIGEN CORP | 0.014145 |  |
| KADANT INC | 0.013755 |  |
| IDEXX LABS INC | 0.013674 | ✓ |
| MERIT MEDICAL SYSTEMS INC | 0.013196 |  |
| PALO ALTO NETWORKS INC | 0.012485 |  |
| FAIR ISAAC CORP | 0.012124 | ✓ |
| BADGER METER INC | 0.010628 |  |
| AAON INC | 0.010606 |  |
| NEXTRACKER INC CL A | 0.010561 |  |
| SOLARIS OIL IN-A | 0.010543 |  |
| ACUSHNET HOLDINGS CORP | 0.010010 |  |
| VISTEON CORP | 0.009904 |  |
| RPM INTL INC | 0.009515 |  |
| INSTALLED BUILDING PRODUCTS INC | 0.009464 |  |
| BIOLIFE SOLUTIONS INC | 0.009380 |  |
| CRISPR THERAPEUTICS AG | 0.008953 |  |

## Virtus KAR Mid-Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CLOUDFLARE INC-A | 0.086593 |  |
| AMPHENOL CORPORATION CL A | 0.072462 |  |
| COMFORT SYSTEMS USA INC | 0.062302 |  |
| MERCADOLIBRE INC | 0.043923 |  |
| MONOLITHIC POWER SYS INC | 0.043804 | ✓ |
| WEST PHARMACEUTICAL SVCS INC | 0.036917 | ✓ |
| IDEXX LABS INC | 0.034959 | ✓ |
| TOAST INC-A | 0.033215 |  |
| NEW YORK TIMES CO CL A | 0.030809 |  |
| HOULIHAN LOKEY I | 0.030241 |  |
| INSULET CORP | 0.028988 | ✓ |
| CELSIUS HOLDINGS INC | 0.028897 |  |
| TOPBUILD CORP | 0.028733 |  |
| FAIR ISAAC CORP | 0.028549 | ✓ |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.028379 |  |
| EQUIFAX INC | 0.028200 |  |
| ON HOLDING AG | 0.027586 |  |
| HEALTHEQUITY INC | 0.027302 |  |
| TRIMBLE INC | 0.027099 | ✓ |
| ROLLINS INC | 0.025973 |  |
| DATADOG INC CL A | 0.025497 |  |
| MEDLINE INC-A | 0.025012 |  |
| PTC INC | 0.022836 |  |
| OLD DOMINION FRT | 0.022297 | ✓ |
| COPART INC | 0.021971 | ✓ |
| DOMINOS PIZZA INC | 0.021764 |  |
| PURE STORAGE INC CL A | 0.020936 |  |
| GOOSEHEAD INSURANCE | 0.019584 |  |
| GLOBAL-E ONLINE LTD | 0.018968 |  |
| REDDIT INC-A | 0.017736 |  |
| FRESHPET INC | 0.014568 |  |
| VERTEX INC - CLASS A | 0.013903 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-241547` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1633061/000119312526241547/0001193125-26-241547-index.htm>
- N-PORT (fund B) — accession `0000940400-26-022773` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/34273/000094040026022773/0000940400-26-022773-index.htm>

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