TPYP vs CVLC overlap
TPYP and CVLC overlap 0.1% by weight, across 3 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | TPYP | CVLC | Overlap |
|---|---|---|---|
| Nisource Inc.NI | 4.01% | 0.04% | 0.04% |
| Southwest Gas HOSWX | 1.53% | 0.01% | 0.01% |
| New Jersey RESNJR | 1.54% | 0.01% | 0.01% |
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: TPYP, SEC Form N-PORT, May 31, 2026; CVLC, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TPYP | CVLC |
|---|---|---|
| Morgan Stanley | $146.1M | $257K |
| Commonwealth Equity Services, LLC | $8.5M | $52.8M |
| Bank of America Corp. | $41.8M | $350K |
| Mercer Global Advisors Inc. | $219K | $20.5M |
| Raymond James Financial Inc. | $8.0M | $11.3M |
| Creative Planning | $9.4M | $4.7M |
| Mariner, LLC | $8.4M | $911K |
| Citadel Advisors LLC | $7.4M | $415K |
| HighTower Advisors, LLC | $3.2M | $3.4M |
| Envestnet Asset Management Inc. | $3.3M | $800K |
| Northwestern Mutual Wealth Management Co | $18K | $3.4M |
| Beacon Pointe Advisors, LLC | $277K | $3.0M |
| Cambridge Investment Research Advisors, Inc. | $2.1M | $914K |
| Cetera Investment Advisers | $738K | $805K |
| Harbour Investments, Inc. | $111K | $1.4M |
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: TPYP institutional holders, CVLC institutional holders.
Frequently asked questions
How much do TPYP and CVLC overlap?
0.1% by weight, with 3 holdings in common, using holdings for TPYP as of May 31, 2026 and CVLC as of June 30, 2026. The largest shared position is NI.
Do institutions hold both TPYP and CVLC?
23 Form 13F filers report positions in both, out of 212 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%.