MSSS vs AFMC overlap

MSSS and AFMC overlap 0.0% by weight, across 0 shared holdings.

MSSSAFMC

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

MSSS0.0% of the fund is in shared holdings, of 10

AFMC0.0% of the fund is in shared holdings, of 265

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: MSSS, SEC Form N-PORT, May 31, 2026; AFMC, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 55 holding any

MSSS99.0% of its 13F dollars, 28.6% of its 7 holders

AFMC38.6% of its 13F dollars, 4.0% of its 50 holders

Largest institutions holding both

Firm	MSSS	AFMC
Kingsview Wealth Management, LLC	$138.8M	$1.0M
LPL Financial LLC	$1.5M	$53.6M

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: MSSS institutional holders, AFMC institutional holders.

Frequently asked questions

How much do MSSS and AFMC overlap?

0.0% by weight, with 0 holdings in common, using holdings for MSSS as of May 31, 2026 and AFMC as of May 31, 2026.

Do institutions hold both MSSS and AFMC?

2 Form 13F filers report positions in both, out of 55 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%.