FFOX vs BTAL overlap

FFOX and BTAL overlap 2.1% by weight, across 5 shared holdings.

FFOXBTAL

Pick 2 to 4 ETFs.

2.1%

overlap by weight, across 5 shared holdings

FFOX5.2% of the fund is in shared holdings, of 73

BTAL2.1% of the fund is in shared holdings, of 201

Top shared holdings

Holding	FFOX	BTAL	Overlap
ZURN Elkay WaterZWS	1.09%	0.44%	0.44%
Planet Fitness-aPLNT	0.70%	0.43%	0.43%
Chewy Inc.- CL aCHWY	0.90%	0.41%	0.41%
BJ'S Wholesale CBJ	0.73%	0.39%	0.39%
Firstcash HoldinFCFS	1.81%	0.39%	0.39%

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: FFOX, SEC Form N-PORT, June 30, 2026; BTAL, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 102 holding any

FFOX2.1% of its 13F dollars, 10.0% of its 10 holders

BTAL0.7% of its 13F dollars, 1.1% of its 93 holders

Largest institutions holding both

Firm	FFOX	BTAL
LPL Financial LLC	$3.7M	$1.2M

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: FFOX institutional holders, BTAL institutional holders.

Frequently asked questions

How much do FFOX and BTAL overlap?

2.1% by weight, with 5 holdings in common, using holdings for FFOX as of June 30, 2026 and BTAL as of June 30, 2026. The largest shared position is ZWS.

Do institutions hold both FFOX and BTAL?

1 Form 13F filers report positions in both, out of 102 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%.