TMFS vs TMFM overlap
TMFS and TMFM overlap 26.4% by weight, across 9 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | TMFS | TMFM | Overlap |
|---|---|---|---|
| Stonex Group Inc.SNEX | 5.56% | 8.59% | 5.56% |
| GXO LogisticGXO | 4.33% | 4.61% | 4.33% |
| Healthequity Inc.HQY | 4.13% | 4.97% | 4.13% |
| Toast Inc.-aTOST | 3.15% | 3.76% | 3.15% |
| QXO Inc.QXO | 2.87% | 4.54% | 2.87% |
| Penumbra Inc.PEN | 3.49% | 2.47% | 2.47% |
| Siteone LandscapSITE | 1.69% | 2.82% | 1.69% |
| Wingstop Inc.WING | 3.03% | 1.24% | 1.24% |
| Alphatec HoldingATEC | 2.73% | 0.96% | 0.96% |
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: TMFS, SEC Form N-PORT, May 31, 2026; TMFM, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TMFS | TMFM |
|---|---|---|
| LPL Financial LLC | $1.7M | $379K |
| Susquehanna International Group, LLP | $230K | $604K |
| Citadel Advisors LLC | $384K | $244K |
| Creative Planning | $292K | $241K |
| Osaic Holdings, Inc. | $32K | $495K |
| Morgan Stanley | $98K | $41K |
| Key Financial Inc | $542 | $85K |
| Wells Fargo & Company | $11 | $20 |
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: TMFS institutional holders, TMFM institutional holders.
Frequently asked questions
How much do TMFS and TMFM overlap?
26.4% by weight, with 9 holdings in common, using holdings for TMFS as of May 31, 2026 and TMFM as of May 31, 2026. The largest shared position is SNEX.
Do institutions hold both TMFS and TMFM?
8 Form 13F filers report positions in both, out of 44 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%.