TDV vs CHPX overlap
TDV and CHPX overlap 10.8% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | TDV | CHPX | Overlap |
|---|---|---|---|
| Qualcomm Inc.QCOM | 4.46% | 3.50% | 3.50% |
| Cisco SystemsCSCO | 3.23% | 3.60% | 3.23% |
| Broadcom Inc.AVGO | 2.68% | 6.72% | 2.68% |
| Monolithic PowerMPWR | 2.47% | 1.39% | 1.39% |
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: TDV, SEC Form N-PORT, May 31, 2026; CHPX, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TDV | CHPX |
|---|---|---|
| Morgan Stanley | $28.0M | $5K |
| Goldman Sachs Group Inc. | $5.7M | $13.6M |
| Bank of America Corp. | $17.6M | $491K |
| Raymond James Financial Inc. | $3.1M | $13.9M |
| LPL Financial LLC | $8.3M | $4.7M |
| Royal Bank of Canada | $5.1M | $2.9M |
| Cambridge Investment Research Advisors, Inc. | $6.6M | $1.1M |
| &Partners | $622K | $5.4M |
| Janney Montgomery Scott LLC | $1.1M | $4.7M |
| Cetera Investment Advisers | $4.4M | $639K |
| Osaic Holdings, Inc. | $4.3M | $10K |
| Citadel Advisors LLC | $609K | $1.9M |
| Truist Financial Corp. | $692K | $952K |
| Independent Financial Group, LLC | $765K | $573K |
| UBS Group AG | $841K | $69K |
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: TDV institutional holders, CHPX institutional holders.
Frequently asked questions
How much do TDV and CHPX overlap?
10.8% by weight, with 4 holdings in common, using holdings for TDV as of May 31, 2026 and CHPX as of May 31, 2026. The largest shared position is QCOM.
Do institutions hold both TDV and CHPX?
18 Form 13F filers report positions in both, out of 102 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%.