TBUX vs TAFM overlap
TBUX and TAFM 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: TBUX, SEC Form N-PORT, May 31, 2026; TAFM, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TBUX | TAFM |
|---|---|---|
| Raymond James Financial Inc. | $85.6M | $9.3M |
| LPL Financial LLC | $6.3M | $29.4M |
| Osaic Holdings, Inc. | $22.4M | $1.5M |
| HighTower Advisors, LLC | $5.1M | $14.5M |
| Steward Partners Investment Advisory, LLC | $137K | $18.6M |
| Commonwealth Equity Services, LLC | $14.6M | $3.9M |
| Envestnet Asset Management Inc. | $8.2M | $8.6M |
| Cambridge Investment Research Advisors, Inc. | $11.5M | $1.5M |
| Kestra Advisory Services, LLC | $8.9M | $1.6M |
| MML Investors Services, LLC | $8.9M | $1.2M |
| Truist Financial Corp. | $821K | $8.4M |
| Ameritas Advisory Services, LLC | $2.0M | $2.6M |
| Advisory Services Network, LLC | $2.5M | $905K |
| MAI Capital Management | $1.0M | $1.2M |
| Wells Fargo & Company | $47 | $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, TAFM institutional holders.
Frequently asked questions
How much do TBUX and TAFM overlap?
0.0% by weight, with 0 holdings in common, using holdings for TBUX as of May 31, 2026 and TAFM as of May 31, 2026.
Do institutions hold both TBUX and TAFM?
17 Form 13F filers report positions in both, out of 155 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%.