Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Walleye Trading LLC ⇄ American Century Companies Inc
60Shared positions
25.0%Name overlap (Jaccard)
15+Only Walleye…
15+Only American…
Shared holdings · Q2 2026
Distinctively Walleye Trading LLC
| SPY State Street SPDR S&P… | 4.4% |
| XLK State Street… | 1.1% |
| IBIT iShares Bitcoin Trust… | 1.0% |
| XLF State Street… | 0.6% |
| XLE State Street Energy… | 0.6% |
| SOXX iShares Semiconductor… | 0.4% |
| SIMO Silicon Motion… | 0.4% |
| GDX VanEck Gold Miners ETF | 0.4% |
| TPG TPG Inc. | 0.3% |
| XBI State Street SPDR S&P… | 0.2% |
| DRAM Roundhill Memory ETF | 0.2% |
| XRT State Street SPDR S&P… | 0.2% |
| EWC iShares MSCI Canada… | 0.2% |
| IGV iShares Expanded… | 0.2% |
| TLT iShares 20+ Year… | 0.2% |
Distinctively American Century…
| LLY Eli Lilly and Company | 1.2% |
| AMAT Applied Materials… | 1.0% |
| LRCX Lam Research… | 0.7% |
| COST Costco Wholesale… | 0.6% |
| JPM JPMorgan Chase & Co. | 0.6% |
| APH Amphenol Corporation | 0.5% |
| NET Cloudflare, Inc. | 0.5% |
| DDOG Datadog, Inc. | 0.4% |
| CIEN Ciena Corporation | 0.4% |
| CDNS Cadence Design… | 0.4% |
| ISRG Intuitive Surgical… | 0.4% |
| JNJ Johnson & Johnson | 0.3% |
| SNOW Snowflake Inc. | 0.3% |
| MRSH Marsh & McLennan… | 0.3% |
| KLAC KLA Corporation | 0.3% |
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology