TCAI vs AMZA overlap
TCAI and AMZA overlap 2.1% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (TCAI: May 31, 2026, AMZA: 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 | TCAI | AMZA | Overlap |
|---|---|---|---|
| Williams COS Inc.WMB | 1.46% | 3.12% | 1.46% |
| Energy Transfer LPET | 0.66% | 17.02% | 0.66% |
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: TCAI, SEC Form N-PORT, May 31, 2026; AMZA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | TCAI | AMZA |
|---|---|---|
| Susquehanna International Group, LLP | $309K | $6.3M |
| Independent Financial Group, LLC | $298K | $5.5M |
| Cambridge Investment Research Advisors, Inc. | $918K | $2.0M |
| MML Investors Services, LLC | $2.3M | $354K |
| Osaic Holdings, Inc. | $101K | $1.2M |
| Mariner, LLC | $801K | $222K |
| Envestnet Asset Management Inc. | $467K | $392K |
| Harbour Investments, Inc. | $8K | $243K |
| Morgan Stanley | $56K | $52K |
| Royal Bank of Canada | $11K | $75K |
| CoreCap Advisors, LLC | $4K | $64K |
| Wells Fargo & Company | $34K | $75 |
| UBS Group AG | $5K | $4K |
| Aspect Partners, LLC | $2K | $5K |
| Signaturefd, LLC | $2K | $3K |
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: TCAI institutional holders, AMZA institutional holders.
Frequently asked questions
How much do TCAI and AMZA overlap?
2.1% by weight, with 2 holdings in common, using holdings for TCAI as of May 31, 2026 and AMZA as of July 31, 2026. The largest shared position is WMB.
Do institutions hold both TCAI and AMZA?
15 Form 13F filers report positions in both, out of 102 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%.