TAFI vs SYSB overlap
TAFI and SYSB overlap 0.0% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (TAFI: May 31, 2026, SYSB: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | TAFI | SYSB | Overlap |
|---|---|---|---|
| BAT Capital Corp. | 0.02% | 0.03% | 0.02% |
| Altria Group Inc. | 0.02% | 0.05% | 0.02% |
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; SYSB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | TAFI | SYSB |
|---|---|---|
| Envestnet Asset Management Inc. | $15.2M | $242.3M |
| LPL Financial LLC | $97.3M | $114.3M |
| Morgan Stanley | $78.9M | $30.5M |
| JPMorgan Chase & Co | $31.3M | $62.1M |
| Bank of America Corp. | $35.1M | $43.9M |
| Ameriprise Financial Inc. | $6.0M | $38.6M |
| Royal Bank of Canada | $21.4M | $13.9M |
| Sanctuary Advisors, LLC | $16.3M | $5.3M |
| MML Investors Services, LLC | $2.9M | $17.8M |
| Osaic Holdings, Inc. | $16.2M | $3.5M |
| Raymond James Financial Inc. | $6.7M | $12.0M |
| Cambridge Investment Research Advisors, Inc. | $4.1M | $10.3M |
| Integrated Wealth Concepts LLC | $5.2M | $7.1M |
| NewEdge Advisors, LLC | $332K | $11.7M |
| Truist Financial Corp. | $4.3M | $5.5M |
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, SYSB institutional holders.
Frequently asked questions
How much do TAFI and SYSB overlap?
0.0% by weight, with 2 holdings in common, using holdings for TAFI as of May 31, 2026 and SYSB as of July 31, 2026. The largest shared position is BAT CAPITAL CORP.
Do institutions hold both TAFI and SYSB?
48 Form 13F filers report positions in both, out of 335 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%.