THD vs SETM overlap
THD and SETM 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: THD, SEC Form N-PORT, May 31, 2026; SETM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | THD | SETM |
|---|---|---|
| BlackRock, Inc. | $119.5M | $29K |
| Jane Street Group, LLC | $346K | $10.7M |
| Sumitomo Mitsui Trust Group, Inc. | $651K | $8.3M |
| UBS Group AG | $5.9M | $966K |
| Royal Bank of Canada | $3.4M | $2.5M |
| LPL Financial LLC | $812K | $4.4M |
| Commonwealth Equity Services, LLC | $341K | $4.4M |
| Susquehanna International Group, LLP | $2.1M | $2.6M |
| Stifel Financial Corp. | $546K | $3.8M |
| Osaic Holdings, Inc. | $27K | $3.1M |
| Wealth Enhancement Advisory Services, LLC | $810K | $2.1M |
| Morgan Stanley | $2.6M | $46K |
| Wells Fargo & Company | $1.6M | $9 |
| Arax Advisory Partners | $1K | $730K |
| TD Waterhouse Canada Inc. | $285 | $320K |
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: THD institutional holders, SETM institutional holders.
Frequently asked questions
How much do THD and SETM overlap?
0.0% by weight, with 0 holdings in common, using holdings for THD as of May 31, 2026 and SETM as of June 30, 2026.
Do institutions hold both THD and SETM?
16 Form 13F filers report positions in both, out of 152 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%.