TUSI vs TAXF overlap
TUSI and TAXF 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: TUSI, SEC Form N-PORT, June 30, 2026; TAXF, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TUSI | TAXF |
|---|---|---|
| Envestnet Asset Management Inc. | $2.0M | $124.3M |
| LPL Financial LLC | $60.0M | $35.1M |
| Raymond James Financial Inc. | $67.7M | $14.0M |
| Integrated Wealth Concepts LLC | $25.1M | $169K |
| Private Advisor Group, LLC | $7.5M | $12.2M |
| Steward Partners Investment Advisory, LLC | $18.8M | $38K |
| Royal Bank of Canada | $13.4M | $2.4M |
| Wells Fargo & Company | $15.7M | $44 |
| Janney Montgomery Scott LLC | $8.9M | $312K |
| NewEdge Advisors, LLC | $2.7M | $5.9M |
| Osaic Holdings, Inc. | $5.1M | $2.7M |
| Cambridge Investment Research Advisors, Inc. | $502K | $7.2M |
| Commonwealth Equity Services, LLC | $1.8M | $4.8M |
| Jane Street Group, LLC | $2.4M | $4.2M |
| Arax Advisory Partners | $25K | $6.0M |
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: TUSI institutional holders, TAXF institutional holders.
Frequently asked questions
How much do TUSI and TAXF overlap?
0.0% by weight, with 0 holdings in common, using holdings for TUSI as of June 30, 2026 and TAXF as of May 31, 2026.
Do institutions hold both TUSI and TAXF?
25 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%.