TMB vs ELM overlap

TMB and ELM overlap 0.0% by weight, across 0 shared holdings.

TMBELM

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

TMB0.0% of the fund is in shared holdings, of 552

ELM0.0% of the fund is in shared holdings, of 18

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: TMB, SEC Form N-PORT, May 31, 2026; ELM, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 44 holding any

TMB11.8% of its 13F dollars, 9.4% of its 32 holders

ELM3.0% of its 13F dollars, 20.0% of its 15 holders

Largest institutions holding both

Firm	TMB	ELM
Onyx Bridge Wealth Group LLC	$15.9M	$1.4M
HighTower Advisors, LLC	$3.6M	$4.3M
Jane Street Group, LLC	$3.3M	$285K

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: TMB institutional holders, ELM institutional holders.

Frequently asked questions

How much do TMB and ELM overlap?

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

Do institutions hold both TMB and ELM?

3 Form 13F filers report positions in both, out of 44 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%.