TAFI vs SUSC overlap
TAFI and SUSC 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; SUSC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TAFI | SUSC |
|---|---|---|
| Envestnet Asset Management Inc. | $15.2M | $166.7M |
| LPL Financial LLC | $97.3M | $63.1M |
| JPMorgan Chase & Co | $31.3M | $101.7M |
| Morgan Stanley | $78.9M | $19.9M |
| UBS Group AG | $12.4M | $75.7M |
| Bank of America Corp. | $35.1M | $9.4M |
| Ameriprise Financial Inc. | $6.0M | $37.6M |
| Royal Bank of Canada | $21.4M | $6.9M |
| Osaic Holdings, Inc. | $16.2M | $1.9M |
| Sanctuary Advisors, LLC | $16.3M | $1.5M |
| Cambridge Investment Research Advisors, Inc. | $4.1M | $11.0M |
| Raymond James Financial Inc. | $6.7M | $6.6M |
| Wells Fargo & Company | $601K | $11.9M |
| MML Investors Services, LLC | $2.9M | $9.2M |
| Sagespring Wealth Partners, LLC | $11.0M | $300K |
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, SUSC institutional holders.
Frequently asked questions
How much do TAFI and SUSC overlap?
0.0% by weight, with 0 holdings in common, using holdings for TAFI as of May 31, 2026 and SUSC as of May 31, 2026.
Do institutions hold both TAFI and SUSC?
49 Form 13F filers report positions in both, out of 354 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%.