MORT vs AFIF overlap
MORT and AFIF overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: MORT, SEC Form N-PORT, June 30, 2026; AFIF, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | MORT | AFIF |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $962K | $6.5M |
| MML Investors Services, LLC | $3.0M | $458K |
| Envestnet Asset Management Inc. | $2.1M | $389K |
| Ameritas Advisory Services, LLC | $6K | $2.3M |
| Citadel Advisors LLC | $668K | $290K |
| Sigma Planning Corp | $226K | $547K |
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: MORT institutional holders, AFIF institutional holders.
Frequently asked questions
How much do MORT and AFIF overlap?
0.0% by weight, with 0 holdings in common, using holdings for MORT as of June 30, 2026 and AFIF as of July 31, 2026.
Do institutions hold both MORT and AFIF?
6 Form 13F filers report positions in both, out of 107 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%.