TMFG vs CXSE overlap
TMFG and CXSE overlap 0.5% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | TMFG | CXSE | Overlap |
|---|---|---|---|
| YUM China Holdings Inc. - XHKG ListingYUMC | 2.22% | 0.52% | 0.52% |
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: TMFG, SEC Form N-PORT, May 31, 2026; CXSE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TMFG | CXSE |
|---|---|---|
| Morgan Stanley | $378K | $2.8M |
| Cambridge Investment Research Advisors, Inc. | $454K | $2.5M |
| LPL Financial LLC | $2.0M | $666K |
| Susquehanna International Group, LLP | $546K | $1.2M |
| Citadel Advisors LLC | $1.1M | $524K |
| Royal Bank of Canada | $56K | $1.2M |
| Osaic Holdings, Inc. | $877K | $27K |
| HRT Financial LP | $350K | $262K |
| FMR LLC | $336K | $13K |
| Northwestern Mutual Wealth Management Co | $48K | $46K |
| Bank of Montreal | $32K | $24K |
| Wells Fargo & Company | $7K | $18K |
| Arax Advisory Partners | $4K | $16K |
| PNC Financial Services Group, Inc. | $10K | $2K |
| Founders Financial Alliance, LLC | $4K | $6K |
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: TMFG institutional holders, CXSE institutional holders.
Frequently asked questions
How much do TMFG and CXSE overlap?
0.5% by weight, with 1 holdings in common, using holdings for TMFG as of May 31, 2026 and CXSE as of June 30, 2026. The largest shared position is YUMC.
Do institutions hold both TMFG and CXSE?
16 Form 13F filers report positions in both, out of 77 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%.