TSPY vs SHOC overlap

TSPY and SHOC overlap 0.0% by weight, across 0 shared holdings.

TSPYSHOC

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

TSPY0.0% of the fund is in shared holdings, of 1

SHOC0.0% of the fund is in shared holdings, of 26

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: TSPY, SEC Form N-PORT, June 30, 2026; SHOC, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 76 holding any

TSPY0.6% of its 13F dollars, 16.7% of its 30 holders

SHOC3.9% of its 13F dollars, 9.8% of its 51 holders

Largest institutions holding both

Firm	TSPY	SHOC
Commonwealth Equity Services, LLC	$209K	$717K
Osaic Holdings, Inc.	$57K	$716K
AE Wealth Management LLC	$5K	$146K
Morgan Stanley	$26	$33K
Wells Fargo & Company	$9	$157

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: TSPY institutional holders, SHOC institutional holders.

Frequently asked questions

How much do TSPY and SHOC overlap?

0.0% by weight, with 0 holdings in common, using holdings for TSPY as of June 30, 2026 and SHOC as of June 30, 2026.

Do institutions hold both TSPY and SHOC?

5 Form 13F filers report positions in both, out of 76 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%.