MODL vs ABFL overlap
MODL and ABFL overlap 25.6% by weight, across 29 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | MODL | ABFL | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 5.48% | 5.15% | 5.15% |
| Nvidia Corp.NVDA | 6.04% | 4.56% | 4.56% |
| Abbvie Inc.ABBV | 2.69% | 2.85% | 2.69% |
| Broadcom Inc.AVGO | 2.31% | 2.48% | 2.31% |
| ELI Lilly & CoLLY | 2.21% | 2.96% | 2.21% |
| VISA Inc.-Class aV | 1.41% | 1.43% | 1.41% |
| Amgen Inc.AMGN | 1.17% | 1.05% | 1.05% |
| Mastercard Inc.-aMA | 1.03% | 1.56% | 1.03% |
| Gilead SciencesGILD | 0.94% | 1.51% | 0.94% |
| LAM ResearchLRCX | 0.70% | 2.56% | 0.70% |
| KLA Corp.KLAC | 0.51% | 2.44% | 0.51% |
| Sandisk Corp.SNDK | 0.43% | 1.44% | 0.43% |
| Newmont Corp.NEM | 0.42% | 0.87% | 0.42% |
| PALO ALTO NetworPANW | 0.35% | 2.24% | 0.35% |
| Seagate TechnoloSTX | 0.27% | 1.51% | 0.27% |
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: MODL, SEC Form N-PORT, June 30, 2026; ABFL, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | MODL | ABFL |
|---|---|---|
| JPMorgan Chase & Co | $375K | $211.9M |
| LPL Financial LLC | $73.1M | $2.7M |
| Raymond James Financial Inc. | $66.6M | $2.2M |
| Integrated Wealth Concepts LLC | $64.9M | $2K |
| Morgan Stanley | $23.1M | $2.2M |
| Royal Bank of Canada | $20.7M | $1.6M |
| Envestnet Asset Management Inc. | $19.5M | $343K |
| Stifel Financial Corp. | $18.1M | $1.4M |
| MBL Wealth, LLC | $13.3M | $605K |
| Cambridge Investment Research Advisors, Inc. | $8.1M | $560K |
| Fairvoy Private Wealth, LLC | $5.1M | $1.1M |
| Tradition Wealth Management, LLC | $4.0M | $524K |
| Osaic Holdings, Inc. | $3.2M | $293K |
| Northwestern Mutual Wealth Management Co | $203K | $23K |
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: MODL institutional holders, ABFL institutional holders.
Frequently asked questions
How much do MODL and ABFL overlap?
25.6% by weight, with 29 holdings in common, using holdings for MODL as of June 30, 2026 and ABFL as of July 31, 2026. The largest shared position is AAPL.
Do institutions hold both MODL and ABFL?
14 Form 13F filers report positions in both, out of 86 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%.