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HSSIX vs IAT

Shared holdings
6
HSSIX covered by IAT
9.18%
IAT covered by HSSIX
9.18%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

HSSIX (April 30, 2026)

SecurityWeight
CUSTOMERS BANCORP INC4.89%
AXOS FINANCIAL INC4.86%
NORTHEAST BANK4.80%
METROPOLITAN BANK HOLDING CORP4.63%
LENDINGCLUB CORP4.50%
BANCORP INC/THE4.47%
ESQUIRE FINL HLDGS INC4.42%
PATHWARD FINANCIAL INC4.23%
COASTAL FINANCIAL CORP/WA3.54%
PINNACLE FINANCIAL PARTNERS INC3.22%
NEPTUNE INSURANCE HOLDINGS INC3.15%
WINTRUST FINL2.99%
QCR HOLDINGS INC2.69%
ROBINHOOD MARKETS INC2.57%
ENOVA INTL INC2.45%
PAGAYA TECHS. LTD2.35%
FIGURE TECHNOLOGY SOLUTIONS INC A2.22%
WESTERN ALLIANCE BANCORP2.12%
MECHANICS BANCORP2.03%
FINWISE BANCORP1.92%
EAST WEST BNCRP1.81%
THIRD COAST BANCSHARES INC1.62%
MVB FINANCIAL CORP1.62%
DAVE INC1.53%
REMITLY GLOBAL INC1.40%
FRST AM-GV OB-X1.38%
PORCH GROUP INC1.23%
UMB FINANCIAL CORP1.22%
Trinity Capital Inc., BDC1.17%
SEZZLE INC1.15%
SHOPIFY INC CL A1.12%
OPPFI INC A1.08%
SKYWARD SPECIALTY INSURANCE GROUP INC1.05%
BANK7 CORP1.02%
PALOMAR HOLDINGS1.02%
APPFOLIO INC - A0.99%
AFFIRM HOLDINGS INC0.95%
SEACOAST BANKING CORP FLORIDA0.95%
ROCKET COS INC-A0.95%
FIVE STAR BANCORP0.95%
AMERIS BANCORP0.86%
PRIVATE BANCORP OF AMERICA INC COMMON STOCK0.63%
UNITED BANKSHS0.62%
BITMINE IMMERSION TECHNOLOGIES INC0.56%
COINBASE GLOBAL INC0.53%
AMERICAN INTEGRITY INSURANCE GROUP INC0.52%
BOWHEAD SPECIALTY HOLDINGS INC0.48%
Bullish ORD SHS0.43%
FIRST BUSEY CORP0.42%
COMPASS INC - A0.40%

IAT (March 31, 2026)

SecurityWeight
PNC FINANCIAL SERVICES GRP INC14.57%
US BANCORP DEL14.02%
TRUIST FINL CORP10.06%
FIFTH THIRD BANCORP6.09%
CITIZENS FINANCIAL GROUP INC4.55%
M&T BANK CORP4.52%
HUNTINGTON BANCSHARES INC4.44%
REGIONS FINANCIAL CORP4.24%
KEYCORP3.51%
FIRST CITIZENS BANCSHARES INC CL A3.43%
EAST WEST BNCRP2.75%
PINNACLE FINANCIAL PARTNERS INC2.42%
WEBSTER FINL2.09%
FIRST HORIZON CORP2.06%
WINTRUST FINL1.74%
SOUTHSTATE BANK CORP1.71%
POPULAR INC1.65%
CULLEN FROST BANKERS INC1.62%
ZIONS BANCORP NA1.59%
UMB FINANCIAL CORP1.51%
WESTERN ALLIANCE BANCORP1.36%
PROSPERITY BNCSH1.27%
COMMERCE BCSHS1.26%
FNB CORP PA1.12%
VALLEY NATL BANCORP1.10%
UNITED BANKSHS1.09%
GLACIER BANCORP INC1.07%
HOME BANCSHARES INC0.92%
BANK OZK0.88%
FIRST FINL BANKSHARES INC0.72%
BOK FINL CORP0.51%
BlackRock Cash Funds: Treasury, SL Agency Shares0.11%
XAF FINANCIAL JUN260.00%

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