# Portfolio overlap — VSCRX vs SMLL

Comparing **Virtus KAR Small-Cap Core Fund** (2026-03-31) and **Harbor Active Small Cap ETF** (2026-01-31).

- Shared positions: 6
- Virtus KAR Small-Cap Core Fund covered by Harbor Active Small Cap ETF: 0.1203059866741268108719671337
- Harbor Active Small Cap ETF covered by Virtus KAR Small-Cap Core Fund: 0.1203059866741268108719671337

## Virtus KAR Small-Cap Core Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SIMPSON MFG | 0.066094 |  |
| TORO CO | 0.063557 | ✓ |
| WATTS WATER TECH INC CL A | 0.061268 |  |
| PRIMERICA INC | 0.061156 |  |
| ACUSHNET HOLDINGS CORP | 0.056935 |  |
| FTI CONSULTING INC | 0.054095 |  |
| RBC BEARINGS INC | 0.053443 | ✓ |
| LANDSTAR SYSTEM INC | 0.043405 | ✓ |
| INSTALLED BUILDING PRODUCTS INC | 0.042524 |  |
| JACK HENRY | 0.039235 |  |
| EMCOR GROUP INC | 0.038065 |  |
| RLI CORP | 0.035017 |  |
| GRACO INC | 0.034526 |  |
| KADANT INC | 0.033437 |  |
| MOELIS & CO-CL A | 0.032742 | ✓ |
| FIRST HAWAIIAN INC | 0.031989 |  |
| UFP INDUSTRIES INC | 0.030958 |  |
| BANCFIRST CORP | 0.029755 |  |
| POOL CORP | 0.027814 | ✓ |
| CORVEL CORP | 0.027635 |  |
| DONALDSON CO INC | 0.025974 |  |
| HAWKINS INC | 0.025294 |  |
| DREY-GVT CSH-I | 0.021845 |  |
| ARTISAN PARTNERS ASSET MANAGEMENT INC A | 0.021288 | ✓ |
| LCI INDUSTRIES | 0.020992 |  |
| MANHATTAN ASSOCIATES INC | 0.015126 |  |
| KFORCE INC | 0.005829 |  |

## Harbor Active Small Cap ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SS&C TECHNOLOGIE | 0.048745 |  |
| RELIANCE STEEL and ALUMINUM CO | 0.044323 |  |
| POOL CORP | 0.043187 | ✓ |
| REMITLY GLOBAL INC | 0.037986 |  |
| WINTRUST FINL | 0.037861 |  |
| MORNINGSTAR INC | 0.036530 |  |
| WILLSCOT MOBILE MINI HOLDINGS CORP | 0.035693 |  |
| PAYLOCITY HOLDING CORP | 0.032759 |  |
| FRESHWORKS INC CL A | 0.032630 |  |
| LIBERTY ENERGY INC CL A | 0.032151 |  |
| HILLMAN SOLUTIONS CORP | 0.031680 |  |
| DOUGLAS DYNAMICS INC | 0.031060 |  |
| UNITED BANKSHS | 0.029264 |  |
| ARTISAN PARTNERS ASSET MANAGEMENT INC A | 0.028894 | ✓ |
| JANUS INTERNATIONAL GROUP INC | 0.027816 |  |
| MIDDLEBY CORP | 0.022620 |  |
| SHIFT4 PAYMENTS INC | 0.022413 |  |
| TORO CO | 0.022280 | ✓ |
| STANDARDAERO INC | 0.021939 |  |
| LANDSTAR SYSTEM INC | 0.021224 | ✓ |
| APTARGROUP INC | 0.020381 |  |
| US PHYSICAL THERAPY INC | 0.020135 |  |
| DOXIMITY INC-A | 0.019705 |  |
| RLJ LODGING TRUST | 0.019134 |  |
| HAYWARD HOLDINGS INC | 0.018144 |  |
| ANDERSEN GROUP-A | 0.017890 |  |
| FACTSET RESEARCH SYSTEMS INC | 0.017627 |  |
| PHILLIPS EDISON and CO INC | 0.017425 |  |
| RANGE RESOURCES CORP | 0.016450 |  |
| RBC BEARINGS INC | 0.015418 | ✓ |
| NORTHPOINTE BANCSHARES INC | 0.014193 |  |
| MONARCH CASINO and RESORT INC | 0.013621 |  |
| MOELIS & CO-CL A | 0.012281 | ✓ |
| CORE & MAIN IN-A | 0.011818 |  |
| KINSALE CAPITAL GROUP INC | 0.011782 |  |
| WARBY PARKER INC | 0.011056 |  |
| WAYSTAR HOLDING CORP | 0.011042 |  |
| BOSTON BEER COMPANY CL A | 0.010472 |  |
| MAPLEBEAR INC | 0.010103 |  |
| LYFT INC-A | 0.009808 |  |
| Q2 HOLDINGS INC | 0.009436 |  |
| FORTUNE BRANDS INNOVATIONS INC | 0.009385 |  |
| EUROPEAN WAX CENTER INC | 0.009253 |  |
| MASTERBRAND INC | 0.008908 |  |
| COMMERCIAL METALS CO | 0.006235 |  |
| WEALTHFRONT CORP | 0.004855 |  |
| Accelerant Holdings, Class A | 0.004854 |  |
| FIGURE TECHNOLOGY SOLUTIONS INC A | 0.004519 |  |
| EQUIPMENTSHARE-A | 0.003020 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-022106` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/34273/000094040026022106/0000940400-26-022106-index.htm>
- N-PORT (fund B) — accession `0001410368-26-033728` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1860434/000141036826033728/0001410368-26-033728-index.htm>

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