TCAL vs MSSS overlap

TCAL and MSSS overlap 0.0% by weight, across 0 shared holdings.

TCALMSSS

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

TCAL0.0% of the fund is in shared holdings, of 99

MSSS0.0% of the fund is in shared holdings, of 10

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: TCAL, SEC Form N-PORT, June 30, 2026; MSSS, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 75 holding any

TCAL27.8% of its 13F dollars, 2.9% of its 70 holders

MSSS1.1% of its 13F dollars, 28.6% of its 7 holders

Largest institutions holding both

Firm	TCAL	MSSS
LPL Financial LLC	$39.6M	$1.5M
Morgan Stanley	$75K	$75K

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, MSSS institutional holders.

Frequently asked questions

How much do TCAL and MSSS overlap?

0.0% by weight, with 0 holdings in common, using holdings for TCAL as of June 30, 2026 and MSSS as of May 31, 2026.

Do institutions hold both TCAL and MSSS?

2 Form 13F filers report positions in both, out of 75 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%.