TMSL vs MDYV overlap
TMSL and MDYV overlap 25.8% by weight, across 83 shared holdings.
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Top shared holdings
| Holding | TMSL | MDYV | Overlap |
|---|---|---|---|
| Permian Resour-aPR | 0.81% | 0.83% | 0.81% |
| Reliance Inc.RS | 0.78% | 1.09% | 0.78% |
| Entegris Inc.ENTG | 0.76% | 0.94% | 0.76% |
| TD Synnex Corp.SNX | 0.76% | 1.15% | 0.76% |
| US Foods HoldingUSFD | 0.52% | 1.29% | 0.52% |
| MKS Inc.MKSI | 1.13% | 0.50% | 0.50% |
| SAIA Inc.SAIA | 0.50% | 0.64% | 0.50% |
| East West BncrpEWBC | 0.88% | 0.50% | 0.50% |
| Lattice SemicondLSCC | 0.75% | 0.49% | 0.49% |
| Ovintiv Inc.OVV | 0.49% | 0.83% | 0.49% |
| Western AllianceWAL | 0.73% | 0.48% | 0.48% |
| Columbia BankingCOLB | 0.48% | 0.53% | 0.48% |
| VOYA Financial IVOYA | 0.71% | 0.47% | 0.47% |
| TOLL BrothersTOL | 0.46% | 0.89% | 0.46% |
| Performance FoodPFGC | 0.46% | 1.01% | 0.46% |
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; MDYV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TMSL | MDYV |
|---|---|---|
| LPL Financial LLC | $320.5M | $115.8M |
| Raymond James Financial Inc. | $398.5M | $7.4M |
| Wealth Enhancement Advisory Services, LLC | $25.3M | $117.1M |
| Ameriprise Financial Inc. | $118.9M | $8.4M |
| Wells Fargo & Company | $69.4M | $33.4M |
| AE Wealth Management LLC | $2.1M | $99.8M |
| Cetera Investment Advisers | $53.7M | $40.2M |
| Jones Financial Companies LLLP | $60.4M | $28.3M |
| Morgan Stanley | $925K | $63.7M |
| UBS Group AG | $48.6M | $5.8M |
| Osaic Holdings, Inc. | $38.8M | $5.3M |
| Bank of America Corp. | $32.1M | $10.2M |
| Captrust Financial Advisors | $38.4M | $2.3M |
| Equitable Holdings, Inc. | $1.6M | $37.9M |
| Private Advisor Group, LLC | $25.6M | $10.6M |
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, MDYV institutional holders.
Frequently asked questions
How much do TMSL and MDYV overlap?
25.8% by weight, with 83 holdings in common, using holdings for TMSL as of June 30, 2026 and MDYV as of June 30, 2026. The largest shared position is PR.
Do institutions hold both TMSL and MDYV?
69 Form 13F filers report positions in both, out of 481 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%.