TRTY vs TAIL overlap
TRTY and TAIL 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: TRTY, SEC Form N-PORT, July 31, 2026; TAIL, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | TRTY | TAIL |
|---|---|---|
| LPL Financial LLC | $2.3M | $10.5M |
| Wells Fargo & Company | $7 | $10.9M |
| Fermata Advisors, LLC | $4.5M | $396K |
| Osaic Holdings, Inc. | $1.1M | $3.1M |
| National Bank of Canada | $15K | $251K |
| Morgan Stanley | $36 | $27K |
| Integrated Wealth Concepts LLC | $22K | $323 |
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: TRTY institutional holders, TAIL institutional holders.
Frequently asked questions
How much do TRTY and TAIL overlap?
0.0% by weight, with 0 holdings in common, using holdings for TRTY as of July 31, 2026 and TAIL as of July 31, 2026.
Do institutions hold both TRTY and TAIL?
7 Form 13F filers report positions in both, out of 63 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%.