NXTG vs AFOS overlap

NXTG and AFOS overlap 4.3% by weight, across 3 shared holdings.

NXTGAFOS

Pick 2 to 4 ETFs.

4.3%

overlap by weight, across 3 shared holdings

NXTG4.3% of the fund is in shared holdings, of 100

AFOS15.1% of the fund is in shared holdings, of 26

Top shared holdings

Holding	NXTG	AFOS	Overlap
Micron TechMU	1.68%	8.62%	1.68%
Nvidia Corp.NVDA	1.29%	4.31%	1.29%
Apple Inc.AAPL	1.29%	2.21%	1.29%

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: NXTG, SEC Form N-PORT, June 30, 2026; AFOS, SEC Form N-PORT, May 29, 2026.

institutions report holding both, of 155 holding any

NXTG13.8% of its 13F dollars, 3.4% of its 147 holders

AFOS4.5% of its 13F dollars, 38.5% of its 13 holders

Largest institutions holding both

Firm	NXTG	AFOS
Morgan Stanley	$33.3M	$11K
NewEdge Advisors, LLC	$3.0M	$9.9M
Envestnet Asset Management Inc.	$2.0M	$473K
MGO One Seven LLC	$368K	$1.2M
IFP Advisors, Inc	$113K	$1.2M

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: NXTG institutional holders, AFOS institutional holders.

Frequently asked questions

How much do NXTG and AFOS overlap?

4.3% by weight, with 3 holdings in common, using holdings for NXTG as of June 30, 2026 and AFOS as of May 29, 2026. The largest shared position is MU.

Do institutions hold both NXTG and AFOS?

5 Form 13F filers report positions in both, out of 155 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%.