TAFM vs SKOR overlap
TAFM and SKOR overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (TAFM: May 31, 2026, SKOR: 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
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: TAFM, SEC Form N-PORT, May 31, 2026; SKOR, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | TAFM | SKOR |
|---|---|---|
| LPL Financial LLC | $29.4M | $8.0M |
| Raymond James Financial Inc. | $9.3M | $3.4M |
| Envestnet Asset Management Inc. | $8.6M | $3.6M |
| Commonwealth Equity Services, LLC | $3.9M | $6.4M |
| Cambridge Investment Research Advisors, Inc. | $1.5M | $8.4M |
| Jane Street Group, LLC | $7.9M | $265K |
| MML Investors Services, LLC | $1.2M | $1.4M |
| Osaic Holdings, Inc. | $1.5M | $187K |
| Wells Fargo & Company | $1.2M | $46 |
| NewEdge Advisors, LLC | $893K | $222K |
| JPMorgan Chase & Co | $686K | $322K |
| Creative Planning | $253K | $252K |
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: TAFM institutional holders, SKOR institutional holders.
Frequently asked questions
How much do TAFM and SKOR overlap?
0.0% by weight, with 0 holdings in common, using holdings for TAFM as of May 31, 2026 and SKOR as of July 31, 2026.
Do institutions hold both TAFM and SKOR?
12 Form 13F filers report positions in both, out of 107 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%.