TLTD vs AIA overlap
TLTD and AIA overlap 1.1% by weight, across 9 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | TLTD | AIA | Overlap |
|---|---|---|---|
| OCBC BankOCBC | 0.23% | 1.47% | 0.23% |
| DBS Group HldgsDBS | 0.23% | 1.92% | 0.23% |
| AIA1299 | 0.19% | 1.95% | 0.19% |
| United OverseasUOB | 0.15% | 0.88% | 0.15% |
| HKEX388 | 0.12% | 0.87% | 0.12% |
| CKH Holdings1 | 0.07% | 0.51% | 0.07% |
| Singapore Teleco (LOT SIZE 100)ST | 0.06% | 0.52% | 0.06% |
| SHK PPT16 | 0.05% | 0.47% | 0.05% |
| Techtronic IND669 | 0.04% | 0.50% | 0.04% |
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: TLTD, SEC Form N-PORT, July 31, 2026; AIA, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TLTD | AIA |
|---|---|---|
| Bank of Montreal | $794K | $99.6M |
| Jane Street Group, LLC | $4.3M | $66.1M |
| Envestnet Asset Management Inc. | $37.2M | $2.1M |
| Morgan Stanley | $4.8M | $31.8M |
| Bank of America Corp. | $1.5M | $18.7M |
| LPL Financial LLC | $8.1M | $11.3M |
| MML Investors Services, LLC | $13.3M | $2.5M |
| Cambridge Investment Research Advisors, Inc. | $1.5M | $13.6M |
| Creative Planning | $6.4M | $8.1M |
| Goldman Sachs Group Inc. | $1.3M | $11.2M |
| Citadel Advisors LLC | $2.0M | $8.5M |
| UBS Group AG | $83K | $8.3M |
| Wealth Enhancement Advisory Services, LLC | $372K | $7.3M |
| Royal Bank of Canada | $76K | $4.7M |
| Raymond James Financial Inc. | $805K | $4.0M |
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: TLTD institutional holders, AIA institutional holders.
Frequently asked questions
How much do TLTD and AIA overlap?
1.1% by weight, with 9 holdings in common, using holdings for TLTD as of July 31, 2026 and AIA as of June 30, 2026. The largest shared position is OCBC.
Do institutions hold both TLTD and AIA?
31 Form 13F filers report positions in both, out of 199 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%.