SPUS vs AFOS overlap
SPUS and AFOS overlap 23.2% by weight, across 14 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SPUS | AFOS | Overlap |
|---|---|---|---|
| Alphabet Inc.-aGOOGL | 5.83% | 5.00% | 5.00% |
| Nvidia Corp.NVDA | 13.51% | 4.31% | 4.31% |
| Microsoft Corp.MSFT | 8.80% | 3.26% | 3.26% |
| Micron TechMU | 2.86% | 8.62% | 2.86% |
| ELI Lilly & CoLLY | 2.29% | 2.34% | 2.29% |
| Apple Inc.AAPL | 12.06% | 2.21% | 2.21% |
| LAM ResearchLRCX | 1.04% | 5.58% | 1.04% |
| GE Vernova Inc.GEV | 0.69% | 3.57% | 0.69% |
| Newmont Corp.NEM | 0.32% | 4.08% | 0.32% |
| Vertiv Holding-aVRT | 0.32% | 2.95% | 0.32% |
| Quanta ServicesPWR | 0.28% | 3.45% | 0.28% |
| Freeport-McMoranFCX | 0.25% | 3.69% | 0.25% |
| EOG ResourcesEOG | 0.19% | 2.62% | 0.19% |
| Regeneron PharmREGN | 0.16% | 2.25% | 0.16% |
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: SPUS, SEC Form N-PORT, May 31, 2026; AFOS, SEC Form N-PORT, May 29, 2026.
Largest institutions holding both
| Firm | SPUS | AFOS |
|---|---|---|
| NewEdge Advisors, LLC | $302K | $9.9M |
| Envestnet Asset Management Inc. | $4.9M | $473K |
| IFP Advisors, Inc | $134K | $1.2M |
| Morgan Stanley | $60K | $11K |
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: SPUS institutional holders, AFOS institutional holders.
Frequently asked questions
How much do SPUS and AFOS overlap?
23.2% by weight, with 14 holdings in common, using holdings for SPUS as of May 31, 2026 and AFOS as of May 29, 2026. The largest shared position is GOOGL.
Do institutions hold both SPUS and AFOS?
4 Form 13F filers report positions in both, out of 108 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%.