TOPT vs AOK overlap
TOPT and AOK 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: TOPT, SEC Form N-PORT, June 30, 2026; AOK, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | TOPT | AOK |
|---|---|---|
| LPL Financial LLC | $39.8M | $26.1M |
| BlackRock, Inc. | $14.0M | $15.8M |
| Envestnet Asset Management Inc. | $26.0M | $523K |
| Raymond James Financial Inc. | $17.1M | $933K |
| Cetera Investment Advisers | $6.7M | $8.6M |
| Cambridge Investment Research Advisors, Inc. | $1.6M | $9.5M |
| Osaic Holdings, Inc. | $3.8M | $5.4M |
| Bank of America Corp. | $811K | $6.8M |
| Morgan Stanley | $34 | $7.3M |
| JPMorgan Chase & Co | $2.9M | $1.8M |
| Wells Fargo & Company | $6K | $4.3M |
| Private Advisor Group, LLC | $536K | $2.8M |
| Commonwealth Equity Services, LLC | $1.4M | $1.6M |
| Janney Montgomery Scott LLC | $2.7M | $203K |
| HighTower Advisors, LLC | $2.3M | $405K |
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: TOPT institutional holders, AOK institutional holders.
Frequently asked questions
How much do TOPT and AOK overlap?
0.0% by weight, with 0 holdings in common, using holdings for TOPT as of June 30, 2026 and AOK as of July 31, 2026.
Do institutions hold both TOPT and AOK?
45 Form 13F filers report positions in both, out of 244 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%.