TCAL vs AFMC overlap
TCAL and AFMC overlap 0.6% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | TCAL | AFMC | Overlap |
|---|---|---|---|
| Cardinal HealthCAH | 0.92% | 0.38% | 0.38% |
| US Foods HoldingUSFD | 1.21% | 0.21% | 0.21% |
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: TCAL, SEC Form N-PORT, June 30, 2026; AFMC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TCAL | AFMC |
|---|---|---|
| LPL Financial LLC | $39.6M | $53.6M |
| Cetera Investment Advisers | $2.9M | $8.4M |
| Cambridge Investment Research Advisors, Inc. | $3.4M | $7.2M |
| Commonwealth Equity Services, LLC | $5.2M | $4.7M |
| Private Advisor Group, LLC | $791K | $8.5M |
| Royal Bank of Canada | $9.1M | $6K |
| Kestra Advisory Services, LLC | $310K | $4.9M |
| Kestra Private Wealth Services, LLC | $243K | $3.8M |
| Osaic Holdings, Inc. | $450K | $2.2M |
| Stifel Financial Corp. | $247K | $2.0M |
| Citadel Advisors LLC | $1.2M | $656K |
| Founders Financial Alliance, LLC | $1.8M | $48K |
| Integrated Wealth Concepts LLC | $198K | $1.6M |
| Prospera Financial Services Inc | $528K | $426K |
| Truist Financial Corp. | $260K | $228K |
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: TCAL institutional holders, AFMC institutional holders.
Frequently asked questions
How much do TCAL and AFMC overlap?
0.6% by weight, with 2 holdings in common, using holdings for TCAL as of June 30, 2026 and AFMC as of May 31, 2026. The largest shared position is CAH.
Do institutions hold both TCAL and AFMC?
19 Form 13F filers report positions in both, out of 101 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%.