TMB vs HAP overlap

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

TMBHAP

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

HAP0.0% of the fund is in shared holdings, of 122

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; HAP, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 92 holding any

TMB22.7% of its 13F dollars, 28.1% of its 32 holders

HAP17.5% of its 13F dollars, 13.0% of its 69 holders

Largest institutions holding both

Firm	TMB	HAP
Private Advisor Group, LLC	$28.3M	$466K
LPL Financial LLC	$11.7M	$14.1M
Morgan Stanley	$18K	$15.3M
HighTower Advisors, LLC	$3.6M	$2.9M
Jones Financial Companies LLLP	$25K	$1.3M
JPMorgan Chase & Co	$181K	$3K
Spire Wealth Management	$148K	$21K
Private Trust Co NA	$98K	$12K
IFP Advisors, Inc	$254	$96K

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, HAP institutional holders.

Frequently asked questions

How much do TMB and HAP overlap?

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

Do institutions hold both TMB and HAP?

9 Form 13F filers report positions in both, out of 92 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%.