TRFM vs IFLN overlap
TRFM and IFLN overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (TRFM: July 31, 2026, IFLN: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: TRFM, SEC Form N-PORT, July 31, 2026; IFLN, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TRFM | IFLN |
|---|---|---|
| LPL Financial LLC | $109.9M | $11.9M |
| Osaic Holdings, Inc. | $28.7M | $818K |
| Wells Fargo & Company | $5.9M | $9.3M |
| Morgan Stanley | $31K | $7.9M |
| Envestnet Asset Management Inc. | $2.0M | $5.6M |
| Raymond James Financial Inc. | $6.6M | $748K |
| Truist Financial Corp. | $1.3M | $5.7M |
| Cetera Investment Advisers | $6.3M | $418K |
| Commonwealth Equity Services, LLC | $1.9M | $462K |
| Royal Bank of Canada | $1.5M | $868K |
| Ausdal Financial Partners, Inc. | $2.1M | $211K |
| UBS Group AG | $15K | $1.1M |
| Integrated Wealth Concepts LLC | $548K | $71K |
| Steward Partners Investment Advisory, LLC | $400K | $2K |
| AE Wealth Management LLC | $36K | $25K |
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: TRFM institutional holders, IFLN institutional holders.
Frequently asked questions
How much do TRFM and IFLN overlap?
0.0% by weight, with 0 holdings in common, using holdings for TRFM as of July 31, 2026 and IFLN as of May 31, 2026.
Do institutions hold both TRFM and IFLN?
17 Form 13F filers report positions in both, out of 134 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%.