TMFC vs CRBN overlap
TMFC and CRBN overlap 32.8% by weight, across 86 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (TMFC: May 31, 2026, CRBN: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | TMFC | CRBN | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 9.40% | 4.56% | 4.56% |
| Apple Inc.AAPL | 8.29% | 4.50% | 4.50% |
| Microsoft Corp.MSFT | 6.24% | 3.24% | 3.24% |
| Amazon.COM Inc.AMZN | 5.30% | 2.61% | 2.61% |
| Broadcom Inc.AVGO | 4.91% | 1.73% | 1.73% |
| Alphabet Inc.-CGOOG | 8.66% | 1.51% | 1.51% |
| META Platforms-aMETA | 3.79% | 1.20% | 1.20% |
| JPMorgan ChaseJPM | 3.03% | 0.97% | 0.97% |
| Tesla Inc.TSLA | 2.31% | 0.90% | 0.90% |
| ADV Micro DeviceAMD | 3.20% | 0.78% | 0.78% |
| VISA Inc.-Class aV | 2.37% | 0.65% | 0.65% |
| Berkshire HATH-BBRK/B | 1.93% | 0.60% | 0.60% |
| Walmart Inc.WMT | 1.76% | 0.51% | 0.51% |
| Mastercard Inc.-aMA | 1.67% | 0.47% | 0.47% |
| Intel Corp.INTC | 2.24% | 0.40% | 0.40% |
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: TMFC, SEC Form N-PORT, May 31, 2026; CRBN, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | TMFC | CRBN |
|---|---|---|
| Morgan Stanley | $109.2M | $53.1M |
| LPL Financial LLC | $100.3M | $4.0M |
| Raymond James Financial Inc. | $67.6M | $796K |
| Wells Fargo & Company | $51.1M | $9.0M |
| Cambridge Investment Research Advisors, Inc. | $52.5M | $3.9M |
| UBS Group AG | $468K | $41.9M |
| Royal Bank of Canada | $12.5M | $12.3M |
| Osaic Holdings, Inc. | $16.3M | $3.2M |
| JPMorgan Chase & Co | $246K | $14.6M |
| Cetera Investment Advisers | $13.1M | $1.3M |
| Ameriprise Financial Inc. | $1.2M | $7.7M |
| &Partners | $7.7M | $222K |
| Wealthfront Advisers LLC | $4.3M | $3.6M |
| Envestnet Asset Management Inc. | $5.2M | $2.0M |
| Larson Financial Group LLC | $5.4M | $29K |
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: TMFC institutional holders, CRBN institutional holders.
Frequently asked questions
How much do TMFC and CRBN overlap?
32.8% by weight, with 86 holdings in common, using holdings for TMFC as of May 31, 2026 and CRBN as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both TMFC and CRBN?
49 Form 13F filers report positions in both, out of 281 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%.