MSMR vs ATFV overlap

MSMR and ATFV overlap 0.0% by weight, across 0 shared holdings.

MSMRATFV

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

MSMR0.0% of the fund is in shared holdings, of 4

ATFV0.0% of the fund is in shared holdings, of 32

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: MSMR, SEC Form N-PORT, July 31, 2026; ATFV, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 54 holding any

MSMR5.2% of its 13F dollars, 14.3% of its 21 holders

ATFV6.6% of its 13F dollars, 8.3% of its 36 holders

Largest institutions holding both

Firm	MSMR	ATFV
Cambridge Investment Research Advisors, Inc.	$8.5M	$9.6M
Susquehanna International Group, LLP	$223K	$1.3M
Morgan Stanley	$9K	$86

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: MSMR institutional holders, ATFV institutional holders.

Frequently asked questions

How much do MSMR and ATFV overlap?

0.0% by weight, with 0 holdings in common, using holdings for MSMR as of July 31, 2026 and ATFV as of June 30, 2026.

Do institutions hold both MSMR and ATFV?

3 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%.