HOMZ vs AFK overlap

HOMZ and AFK overlap 0.0% by weight, across 0 shared holdings.

HOMZAFK

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

HOMZ0.0% of the fund is in shared holdings, of 96

AFK0.0% of the fund is in shared holdings, of 70

Top shared holdings

These funds hold nothing in common.

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: HOMZ, SEC Form N-PORT, May 31, 2026; AFK, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 54 holding any

HOMZ0.4% of its 13F dollars, 27.8% of its 18 holders

AFK6.9% of its 13F dollars, 12.2% of its 41 holders

Largest institutions holding both

Firm	HOMZ	AFK
Morgan Stanley	$52	$724K
UBS Group AG	$14K	$55K
Integrated Wealth Concepts LLC	$31K	$28K
Farther Finance Advisors, LLC	$239	$21K
Wells Fargo & Company	$13	$13K

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: HOMZ institutional holders, AFK institutional holders.

Frequently asked questions

How much do HOMZ and AFK overlap?

0.0% by weight, with 0 holdings in common, using holdings for HOMZ as of May 31, 2026 and AFK as of June 30, 2026.

Do institutions hold both HOMZ and AFK?

5 Form 13F filers report positions in both, out of 54 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%.