FDLS vs FAAR overlap
FDLS and FAAR 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: FDLS, SEC Form N-PORT, May 31, 2026; FAAR, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FDLS | FAAR |
|---|---|---|
| Morgan Stanley | $26K | $16.6M |
| LPL Financial LLC | $7.7M | $6.2M |
| Cambridge Investment Research Advisors, Inc. | $5.2M | $2.6M |
| Cetera Investment Advisers | $636K | $5.6M |
| AE Wealth Management LLC | $4.6M | $1.5M |
| Envestnet Asset Management Inc. | $1.8M | $2.5M |
| Raymond James Financial Inc. | $1.5M | $2.9M |
| Osaic Holdings, Inc. | $876K | $3.4M |
| Simplicity Wealth,LLC | $975K | $2.6M |
| Stifel Financial Corp. | $223K | $698K |
| Commonwealth Equity Services, LLC | $374K | $359K |
| Royal Bank of Canada | $14K | $116K |
| Harbour Investments, Inc. | $24K | $74K |
| IFG Advisory, LLC | $19K | $12K |
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: FDLS institutional holders, FAAR institutional holders.
Frequently asked questions
How much do FDLS and FAAR overlap?
0.0% by weight, with 0 holdings in common, using holdings for FDLS as of May 31, 2026 and FAAR as of June 30, 2026.
Do institutions hold both FDLS and FAAR?
14 Form 13F filers report positions in both, out of 99 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%.