TAFI vs GSST overlap
TAFI and GSST 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: TAFI, SEC Form N-PORT, May 31, 2026; GSST, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TAFI | GSST |
|---|---|---|
| Morgan Stanley | $78.9M | $118.0M |
| LPL Financial LLC | $97.3M | $97.3M |
| Raymond James Financial Inc. | $6.7M | $75.1M |
| UBS Group AG | $12.4M | $37.0M |
| Wells Fargo & Company | $601K | $47.5M |
| JPMorgan Chase & Co | $31.3M | $104K |
| Royal Bank of Canada | $21.4M | $3.2M |
| Sanctuary Advisors, LLC | $16.3M | $4.5M |
| Osaic Holdings, Inc. | $16.2M | $2.0M |
| Envestnet Asset Management Inc. | $15.2M | $1.7M |
| HighTower Advisors, LLC | $7.9M | $4.6M |
| Private Advisor Group, LLC | $5.2M | $4.2M |
| Northwestern Mutual Wealth Management Co | $165K | $8.5M |
| Commonwealth Equity Services, LLC | $2.7M | $4.8M |
| Kestra Private Wealth Services, LLC | $6.9M | $553K |
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: TAFI institutional holders, GSST institutional holders.
Frequently asked questions
How much do TAFI and GSST overlap?
0.0% by weight, with 0 holdings in common, using holdings for TAFI as of May 31, 2026 and GSST as of May 31, 2026.
Do institutions hold both TAFI and GSST?
39 Form 13F filers report positions in both, out of 217 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%.