FDG vs CMDY overlap
16 institutions report holding both FDG and CMDY.
FDGCMDY
Pick 2 to 4 ETFs.
We don’t have holdings for CMDY. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
16
institutions report holding both, of 123 holding any
FDG32.0% of its 13F dollars, 26.2% of its 61 holders
CMDY22.0% of its 13F dollars, 20.5% of its 78 holders
Largest institutions holding both
| Firm | FDG | CMDY |
|---|---|---|
| Envestnet Asset Management Inc. | $65.6M | $22.7M |
| Bank of America Corp. | $1.5M | $11.7M |
| Osaic Holdings, Inc. | $3.0M | $9.6M |
| LPL Financial LLC | $2.1M | $8.6M |
| Cambridge Investment Research Advisors, Inc. | $6.6M | $2.0M |
| JPMorgan Chase & Co | $19K | $6.9M |
| Commonwealth Equity Services, LLC | $6.5M | $283K |
| IFP Advisors, Inc | $4.3M | $106K |
| Truist Financial Corp. | $3.4M | $765K |
| Cetera Investment Advisers | $879K | $2.3M |
| Kingsview Wealth Management, LLC | $1.5M | $1.5M |
| HighTower Advisors, LLC | $2.1M | $301K |
| MML Investors Services, LLC | $584K | $595K |
| FMR LLC | $120K | $14K |
| UBS Group AG | $8K | $36K |
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: FDG institutional holders, CMDY institutional holders.
Frequently asked questions
Do institutions hold both FDG and CMDY?
16 Form 13F filers report positions in both, out of 123 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%.