TBUX vs SKOR overlap
TBUX and SKOR overlap 1.7% by weight, across 26 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (TBUX: 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
| Holding | TBUX | SKOR | Overlap |
|---|---|---|---|
| HSBC Holdings | 0.51% | 0.36% | 0.36% |
| Citigroup Inc. | 0.44% | 0.24% | 0.24% |
| BAT Capital Corp. 3.557% 08/15/2027 | 0.18% | 0.20% | 0.18% |
| Wells Fargo Co | 0.23% | 0.09% | 0.09% |
| Santander UK GRP | 0.24% | 0.08% | 0.08% |
| Fifth Third BANCFITB | 0.25% | 0.08% | 0.08% |
| Keurig Dr PepperKDP | 0.09% | 0.06% | 0.06% |
| Invitation HomesINVH | 0.23% | 0.06% | 0.06% |
| Cubesmart LP 4.375% 02/15/2029 | 0.17% | 0.05% | 0.05% |
| Cheniere Energyp | 0.26% | 0.05% | 0.05% |
| Fifth Third BANC | 0.04% | 0.15% | 0.04% |
| South BOW USA Infrastructure Holdings LLC 4.911% 09/01/2027 | 0.16% | 0.04% | 0.04% |
| Continental RESO | 0.15% | 0.04% | 0.04% |
| Cubesmart LP | 0.41% | 0.04% | 0.04% |
| National Fuel GANFG | 0.09% | 0.04% | 0.04% |
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: TBUX, SEC Form N-PORT, May 31, 2026; SKOR, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | TBUX | SKOR |
|---|---|---|
| Raymond James Financial Inc. | $85.6M | $3.4M |
| Morgan Stanley | $30K | $49.3M |
| Osaic Holdings, Inc. | $22.4M | $187K |
| Commonwealth Equity Services, LLC | $14.6M | $6.4M |
| Cambridge Investment Research Advisors, Inc. | $11.5M | $8.4M |
| Stifel Financial Corp. | $14.3M | $4.3M |
| LPL Financial LLC | $6.3M | $8.0M |
| Envestnet Asset Management Inc. | $8.2M | $3.6M |
| MML Investors Services, LLC | $8.9M | $1.4M |
| Cetera Investment Advisers | $5.5M | $934K |
| Integrated Wealth Concepts LLC | $3.4M | $14K |
| Flow Traders U.S. LLC | $1.6M | $1.7M |
| Kestra Private Wealth Services, LLC | $725K | $2.3M |
| Savvy Advisors, Inc. | $472K | $1.1M |
| World Investment Advisors | $357K | $1.2M |
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: TBUX institutional holders, SKOR institutional holders.
Frequently asked questions
How much do TBUX and SKOR overlap?
1.7% by weight, with 26 holdings in common, using holdings for TBUX as of May 31, 2026 and SKOR as of July 31, 2026. The largest shared position is HSBC HOLDINGS.
Do institutions hold both TBUX and SKOR?
17 Form 13F filers report positions in both, out of 172 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%.