TMFM vs SQLV overlap

TMFM and SQLV overlap 0.0% by weight, across 0 shared holdings.

TMFMSQLV

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

TMFM0.0% of the fund is in shared holdings, of 31

SQLV0.0% of the fund is in shared holdings, of 319

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: TMFM, SEC Form N-PORT, May 31, 2026; SQLV, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 35 holding any

TMFM33.7% of its 13F dollars, 25.0% of its 24 holders

SQLV25.7% of its 13F dollars, 35.3% of its 17 holders

Largest institutions holding both

Firm	TMFM	SQLV
LPL Financial LLC	$379K	$812K
Citadel Advisors LLC	$244K	$482K
Osaic Holdings, Inc.	$495K	$146K
JPMorgan Chase & Co	$98K	$2K
Farther Finance Advisors, LLC	$9K	$42K
Morgan Stanley	$41K	$60

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: TMFM institutional holders, SQLV institutional holders.

Frequently asked questions

How much do TMFM and SQLV overlap?

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

Do institutions hold both TMFM and SQLV?

6 Form 13F filers report positions in both, out of 35 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%.