TAX vs AIED overlap
TAX and AIED overlap 7.0% by weight, across 5 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (TAX: May 29, 2026, AIED: 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 | TAX | AIED | Overlap |
|---|---|---|---|
| ADV Micro DeviceAMD | 1.98% | 4.05% | 1.98% |
| Jabil Inc.JBL | 1.43% | 1.52% | 1.43% |
| F5 Inc.FFIV | 1.30% | 1.48% | 1.30% |
| GE Vernova Inc.GEV | 1.30% | 3.66% | 1.30% |
| Sanmina Corp.SANM | 1.59% | 0.94% | 0.94% |
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: TAX, SEC Form N-PORT, May 29, 2026; AIED, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | TAX | AIED |
|---|---|---|
| Farther Finance Advisors, LLC | $382K | $108K |
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: TAX institutional holders, AIED institutional holders.
Frequently asked questions
How much do TAX and AIED overlap?
7.0% by weight, with 5 holdings in common, using holdings for TAX as of May 29, 2026 and AIED as of July 31, 2026. The largest shared position is AMD.
Do institutions hold both TAX and AIED?
1 Form 13F filers report positions in both, out of 20 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%.