LBAY vs AFK overlap

LBAY and AFK overlap 2.6% by weight, across 1 shared holdings.

LBAYAFK

Pick 2 to 4 ETFs.

2.6%

overlap by weight, across 1 shared holdings

LBAY4.3% of the fund is in shared holdings, of 35

AFK2.6% of the fund is in shared holdings, of 70

Top shared holdings

Holding	LBAY	AFK	Overlap
Barrick Mining CB	4.32%	2.62%	2.62%

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

institutions report holding both, of 49 holding any

LBAY0.4% of its 13F dollars, 20.0% of its 10 holders

AFK6.4% of its 13F dollars, 4.9% of its 41 holders

Largest institutions holding both

Firm	LBAY	AFK
Morgan Stanley	$35	$724K
UBS Group AG	$48K	$55K

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: LBAY institutional holders, AFK institutional holders.

Frequently asked questions

How much do LBAY and AFK overlap?

2.6% by weight, with 1 holdings in common, using holdings for LBAY as of May 31, 2026 and AFK as of June 30, 2026. The largest shared position is B.

Do institutions hold both LBAY and AFK?

2 Form 13F filers report positions in both, out of 49 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%.