TDVI vs CHPX overlap
TDVI and CHPX overlap 19.3% by weight, across 8 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (TDVI: July 31, 2026, CHPX: May 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 | TDVI | CHPX | Overlap |
|---|---|---|---|
| Broadcom Inc.AVGO | 7.78% | 6.72% | 6.72% |
| Taiwan Semic-ADRTSM | 4.31% | 7.74% | 4.31% |
| Qualcomm Inc.QCOM | 2.62% | 3.50% | 2.62% |
| Cisco SystemsCSCO | 2.15% | 3.60% | 2.15% |
| ASML Holding-NYASML | 1.28% | 8.14% | 1.28% |
| Hewlett PackaHPE | 1.27% | 1.09% | 1.09% |
| Netapp Inc.NTAP | 0.66% | 0.67% | 0.66% |
| Monolithic PowerMPWR | 0.47% | 1.39% | 0.47% |
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: TDVI, SEC Form N-PORT, July 31, 2026; CHPX, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TDVI | CHPX |
|---|---|---|
| Envestnet Asset Management Inc. | $3.9M | $36.2M |
| LPL Financial LLC | $23.8M | $4.7M |
| Raymond James Financial Inc. | $13.3M | $13.9M |
| Royal Bank of Canada | $14.0M | $2.9M |
| Cetera Investment Advisers | $14.1M | $639K |
| Jane Street Group, LLC | $850K | $6.3M |
| Cambridge Investment Research Advisors, Inc. | $5.5M | $1.1M |
| Osaic Holdings, Inc. | $5.9M | $10K |
| Independent Financial Group, LLC | $4.5M | $573K |
| Janney Montgomery Scott LLC | $338K | $4.7M |
| Old Mission Capital LLC | $1.0M | $2.5M |
| Concurrent Investment Advisors, LLC | $790K | $706K |
| Integrated Wealth Concepts LLC | $1.4M | $35K |
| Harbour Investments, Inc. | $1.0M | $63K |
| Morgan Stanley | $64K | $5K |
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: TDVI institutional holders, CHPX institutional holders.
Frequently asked questions
How much do TDVI and CHPX overlap?
19.3% by weight, with 8 holdings in common, using holdings for TDVI as of July 31, 2026 and CHPX as of May 31, 2026. The largest shared position is AVGO.
Do institutions hold both TDVI and CHPX?
16 Form 13F filers report positions in both, out of 108 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%.