TPHD vs EDGU overlap
TPHD and EDGU 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: TPHD, SEC Form N-PORT, June 30, 2026; EDGU, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TPHD | EDGU |
|---|---|---|
| Osaic Holdings, Inc. | $674K | $38.6M |
| LPL Financial LLC | $26.1M | $808K |
| Cambridge Investment Research Advisors, Inc. | $12.1M | $594K |
| Envestnet Asset Management Inc. | $2.3M | $6.3M |
| Strategic Blueprint, LLC | $309K | $1.9M |
| GTS Securities LLC | $341K | $893K |
| UBS Group AG | $823K | $704 |
| Atria Investments, Inc | $481K | $302K |
| Bank of New York Mellon Corp | $233K | $318K |
| Harbour Investments, Inc. | $59K | $73K |
| Assetmark, Inc. | $7K | $2K |
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: TPHD institutional holders, EDGU institutional holders.
Frequently asked questions
How much do TPHD and EDGU overlap?
0.0% by weight, with 0 holdings in common, using holdings for TPHD as of June 30, 2026 and EDGU as of June 30, 2026.
Do institutions hold both TPHD and EDGU?
11 Form 13F filers report positions in both, out of 106 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%.