TOLZ vs BBH overlap
TOLZ and BBH overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: TOLZ, SEC Form N-PORT, May 31, 2026; BBH, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TOLZ | BBH |
|---|---|---|
| Morgan Stanley | $35.2M | $8.0M |
| Raymond James Financial Inc. | $800K | $13.3M |
| Bank of America Corp. | $1.6M | $12.2M |
| Wells Fargo & Company | $3.6M | $6.8M |
| LPL Financial LLC | $2.9M | $6.1M |
| UBS Group AG | $474K | $3.2M |
| Royal Bank of Canada | $422K | $2.7M |
| Integrated Wealth Concepts LLC | $14K | $2.5M |
| Cambridge Investment Research Advisors, Inc. | $1.6M | $544K |
| Stifel Financial Corp. | $317K | $1.5M |
| United Capital Financial Advisors, LLC | $1.3M | $513K |
| Kestra Advisory Services, LLC | $497K | $655K |
| JPMorgan Chase & Co | $18K | $801K |
| Osaic Holdings, Inc. | $472K | $205K |
| Cetera Investment Advisers | $203K | $397K |
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: TOLZ institutional holders, BBH institutional holders.
Frequently asked questions
How much do TOLZ and BBH overlap?
0.0% by weight, with 0 holdings in common, using holdings for TOLZ as of May 31, 2026 and BBH as of June 30, 2026.
Do institutions hold both TOLZ and BBH?
19 Form 13F filers report positions in both, out of 152 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%.