TPIF vs AFDM overlap
TPIF and AFDM overlap 12.2% by weight, across 41 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | TPIF | AFDM | Overlap |
|---|---|---|---|
| Poste ItalianePST | 0.53% | 0.90% | 0.53% |
| Singapore AirlinSIA | 0.51% | 0.86% | 0.51% |
| Pembina PipelinePBA | 0.44% | 0.58% | 0.44% |
| SGS SA-REGSGSN | 0.43% | 0.54% | 0.43% |
| Coles Group Ltd.COL | 0.40% | 0.51% | 0.40% |
| Wesfarmers Ltd.WES | 0.39% | 0.85% | 0.39% |
| ABB Ltd.-REGABBN | 0.38% | 1.72% | 0.38% |
| EndesaELE | 0.37% | 0.95% | 0.37% |
| Sekisui House1928 | 0.37% | 0.38% | 0.37% |
| ORIX Corp.8591 | 0.36% | 1.04% | 0.36% |
| CKH Holdings1 | 0.34% | 0.75% | 0.34% |
| ENI SpaENI | 0.33% | 0.88% | 0.33% |
| Suncor EnergySU | 0.33% | 0.64% | 0.33% |
| Totalenergies SETTE | 0.33% | 1.72% | 0.33% |
| DHL GroupDHL | 0.33% | 0.81% | 0.33% |
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: TPIF, SEC Form N-PORT, June 30, 2026; AFDM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | TPIF | AFDM |
|---|---|---|
| Morgan Stanley | $65 | $31.5M |
| Cetera Investment Advisers | $1.8M | $17.7M |
| Envestnet Asset Management Inc. | $397K | $14.9M |
| Jones Financial Companies LLLP | $9.2M | $11K |
| LPL Financial LLC | $4.9M | $1.6M |
| UBS Group AG | $1.1M | $3.6M |
| Jane Street Group, LLC | $762K | $2.0M |
| Raymond James Financial Inc. | $904K | $1.1M |
| Geneos Wealth Management Inc. | $1.5M | $13K |
| Osaic Holdings, Inc. | $580K | $279K |
| Moneywise, Inc. | $415K | $301K |
| Strategic Equity Management | $450K | $254K |
| Harbour Investments, Inc. | $520K | $82K |
| NewEdge Advisors, LLC | $220K | $20K |
| Assetmark, Inc. | $81K | $15K |
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: TPIF institutional holders, AFDM institutional holders.
Frequently asked questions
How much do TPIF and AFDM overlap?
12.2% by weight, with 41 holdings in common, using holdings for TPIF as of June 30, 2026 and AFDM as of July 31, 2026. The largest shared position is PST.
Do institutions hold both TPIF and AFDM?
17 Form 13F filers report positions in both, out of 115 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%.