TMSL vs MDYG overlap
TMSL and MDYG overlap 26.7% by weight, across 81 shared holdings.
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Top shared holdings
| Holding | TMSL | MDYG | Overlap |
|---|---|---|---|
| MKS Inc.MKSI | 1.13% | 1.13% | 1.13% |
| Nvent ElectricNVT | 1.01% | 1.45% | 1.01% |
| Tenet HealthcareTHC | 0.89% | 0.85% | 0.85% |
| Technipfmc PLCFTI | 0.80% | 1.40% | 0.80% |
| Rambus Inc.RMBS | 0.88% | 0.76% | 0.76% |
| API Group Corp.APG | 0.75% | 0.86% | 0.75% |
| Lattice SemicondLSCC | 0.75% | 0.65% | 0.65% |
| Nextpower Inc.-aNXT | 0.62% | 0.61% | 0.61% |
| Carpenter TechCRS | 0.60% | 1.62% | 0.60% |
| Viavi SolutionsVIAV | 0.66% | 0.59% | 0.59% |
| Entegris Inc.ENTG | 0.76% | 0.58% | 0.58% |
| Watts Water TE-aWTS | 0.66% | 0.57% | 0.57% |
| FabrinetFN | 0.54% | 1.07% | 0.54% |
| Macom TechnologyMTSI | 0.52% | 1.32% | 0.52% |
| Mueller INDSMLI | 0.62% | 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: TMSL, SEC Form N-PORT, June 30, 2026; MDYG, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TMSL | MDYG |
|---|---|---|
| LPL Financial LLC | $320.5M | $196.4M |
| Raymond James Financial Inc. | $398.5M | $57.4M |
| AE Wealth Management LLC | $2.1M | $146.3M |
| Ameriprise Financial Inc. | $118.9M | $26.4M |
| Jones Financial Companies LLLP | $60.4M | $37.3M |
| Morgan Stanley | $925K | $94.8M |
| Wells Fargo & Company | $69.4M | $20.2M |
| Envestnet Asset Management Inc. | $29.3M | $50.5M |
| Cetera Investment Advisers | $53.7M | $15.9M |
| UBS Group AG | $48.6M | $12.7M |
| Private Advisor Group, LLC | $25.6M | $34.7M |
| Bank of America Corp. | $32.1M | $25.0M |
| Osaic Holdings, Inc. | $38.8M | $11.0M |
| Northwestern Mutual Wealth Management Co | $15.6M | $26.4M |
| Captrust Financial Advisors | $38.4M | $1.9M |
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: TMSL institutional holders, MDYG institutional holders.
Frequently asked questions
How much do TMSL and MDYG overlap?
26.7% by weight, with 81 holdings in common, using holdings for TMSL as of June 30, 2026 and MDYG as of June 30, 2026. The largest shared position is MKSI.
Do institutions hold both TMSL and MDYG?
85 Form 13F filers report positions in both, out of 503 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%.