TPSC vs ISMD overlap
TPSC and ISMD overlap 28.9% by weight, across 167 shared holdings.
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Top shared holdings
| Holding | TPSC | ISMD | Overlap |
|---|---|---|---|
| MYR Group Inc./deMYRG | 0.28% | 0.28% | 0.28% |
| Materion Corp.MTRN | 0.31% | 0.26% | 0.26% |
| Benchmark ElectrBHE | 0.33% | 0.26% | 0.26% |
| Arrow ElectronicARW | 0.30% | 0.26% | 0.26% |
| Knowles Corp.KN | 0.32% | 0.25% | 0.25% |
| Veracyte Inc.VCYT | 0.23% | 0.24% | 0.23% |
| MKS Inc.MKSI | 0.23% | 0.24% | 0.23% |
| Plexus Corp.PLXS | 0.24% | 0.23% | 0.23% |
| Knight-Swift TRAKNX | 0.24% | 0.23% | 0.23% |
| Semtech Corp.SMTC | 0.23% | 0.34% | 0.23% |
| EnersysENS | 0.26% | 0.22% | 0.22% |
| Sensient TechnolSXT | 0.35% | 0.22% | 0.22% |
| Netscout SystemsNTCT | 0.34% | 0.22% | 0.22% |
| Valmont INDSVMI | 0.37% | 0.22% | 0.22% |
| Landstar SystemLSTR | 0.24% | 0.22% | 0.22% |
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: TPSC, SEC Form N-PORT, June 30, 2026; ISMD, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TPSC | ISMD |
|---|---|---|
| LPL Financial LLC | $45.1M | $13.1M |
| OneAscent Financial Services LLC | $7.7M | $39.7M |
| Christian Investment Advisors, Inc. | $16.2M | $16.8M |
| Creative Financial Designs Inc. | $14.5M | $2.6M |
| Bare Financial Services, Inc | $13.0M | $1.4M |
| Faithward Advisors, LLC | $8.8M | $663K |
| Wealth Enhancement Advisory Services, LLC | $5.7M | $3.3M |
| Sound Financial Strategies Group, LLC | $3.6M | $3.9M |
| EverSource Wealth Advisors, LLC | $5.0M | $1.8M |
| Goldman Sachs Group Inc. | $2.8M | $3.2M |
| Focus Partners Advisor Solutions, LLC | $2.7M | $1.4M |
| Family Wealth Partners, LLC | $2.7M | $1.2M |
| Jones Financial Companies LLLP | $2.8M | $1.0M |
| Cetera Investment Advisers | $1.9M | $1.9M |
| Cambridge Investment Research Advisors, Inc. | $1.5M | $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: TPSC institutional holders, ISMD institutional holders.
Frequently asked questions
How much do TPSC and ISMD overlap?
28.9% by weight, with 167 holdings in common, using holdings for TPSC as of June 30, 2026 and ISMD as of May 31, 2026. The largest shared position is MYRG.
Do institutions hold both TPSC and ISMD?
49 Form 13F filers report positions in both, out of 156 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%.