TMDV vs AOTG overlap

TMDV and AOTG overlap 0.0% by weight, across 0 shared holdings.

TMDVAOTG

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

TMDV0.0% of the fund is in shared holdings, of 65

AOTG0.0% of the fund is in shared holdings, of 39

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: TMDV, SEC Form N-PORT, May 31, 2026; AOTG, SEC Form N-PORT, May 29, 2026.

institutions report holding both, of 12 holding any

TMDV1.0% of its 13F dollars, 22.2% of its 9 holders

AOTG3.7% of its 13F dollars, 40.0% of its 5 holders

Largest institutions holding both

Firm	TMDV	AOTG
Morgan Stanley	$59	$55K
UBS Group AG	$17K	$13K

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: TMDV institutional holders, AOTG institutional holders.

Frequently asked questions

How much do TMDV and AOTG overlap?

0.0% by weight, with 0 holdings in common, using holdings for TMDV as of May 31, 2026 and AOTG as of May 29, 2026.

Do institutions hold both TMDV and AOTG?

2 Form 13F filers report positions in both, out of 12 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%.