TLTD vs GWX overlap
TLTD and GWX overlap 14.3% by weight, across 496 shared holdings.
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Top shared holdings
| Holding | TLTD | GWX | Overlap |
|---|---|---|---|
| Centerra Gold inCG | 0.19% | 0.23% | 0.19% |
| Wesdome Gold MINWDO | 0.16% | 0.20% | 0.16% |
| Keller Group PLCKLR | 0.16% | 0.26% | 0.16% |
| ERO Copper Corp.ERO | 0.15% | 0.18% | 0.15% |
| Juroku Financial7380 | 0.15% | 0.18% | 0.15% |
| ARIS Mining Corp.ARIS | 0.13% | 0.16% | 0.13% |
| Currys PLCCURY | 0.12% | 0.14% | 0.12% |
| San-in GODO Bank8381 | 0.12% | 0.15% | 0.12% |
| Kanematsu Corp.8020 | 0.12% | 0.25% | 0.12% |
| Hanwa Co Ltd.8078 | 0.12% | 0.15% | 0.12% |
| Konica Minolta4902 | 0.11% | 0.12% | 0.11% |
| Watches of SwitzWOSG | 0.11% | 0.13% | 0.11% |
| Daiwabo Holdings3107 | 0.11% | 0.12% | 0.11% |
| AMS-Osram AGAMS | 0.11% | 0.16% | 0.11% |
| Kaneka Corp.4118 | 0.11% | 0.11% | 0.11% |
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; GWX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TLTD | GWX |
|---|---|---|
| Northern Trust Corp. | $396.6M | $1.1M |
| Envestnet Asset Management Inc. | $37.2M | $40.7M |
| LPL Financial LLC | $8.1M | $59.2M |
| Cetera Investment Advisers | $3.5M | $25.4M |
| Osaic Holdings, Inc. | $672K | $27.2M |
| Bank of America Corp. | $1.5M | $24.1M |
| Wilmington Savings Fund Society, FSB | $9K | $22.0M |
| Assetmark, Inc. | $1.9M | $19.4M |
| Creative Planning | $6.4M | $11.3M |
| Morgan Stanley | $4.8M | $11.7M |
| MML Investors Services, LLC | $13.3M | $2.4M |
| Commonwealth Equity Services, LLC | $12.5M | $2.8M |
| Cambridge Investment Research Advisors, Inc. | $1.5M | $13.6M |
| Jane Street Group, LLC | $4.3M | $7.2M |
| FMR LLC | $58K | $7.7M |
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, GWX institutional holders.
Frequently asked questions
How much do TLTD and GWX overlap?
14.3% by weight, with 496 holdings in common, using holdings for TLTD as of July 31, 2026 and GWX as of June 30, 2026. The largest shared position is CG.
Do institutions hold both TLTD and GWX?
43 Form 13F filers report positions in both, out of 315 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%.