FDT vs BKGI overlap
FDT and BKGI overlap 0.1% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | FDT | BKGI | Overlap |
|---|---|---|---|
| EngieENGI | 0.10% | 4.79% | 0.10% |
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: FDT, SEC Form N-PORT, June 30, 2026; BKGI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | FDT | BKGI |
|---|---|---|
| Morgan Stanley | $178.3M | $287.9M |
| LPL Financial LLC | $93.7M | $77.3M |
| Royal Bank of Canada | $21.8M | $62.6M |
| Wells Fargo & Company | $66.6M | $68K |
| Raymond James Financial Inc. | $22.9M | $38.5M |
| UBS Group AG | $46.2M | $210K |
| Cetera Investment Advisers | $33.9M | $7.8M |
| Envestnet Asset Management Inc. | $37.3M | $4.3M |
| Captrust Financial Advisors | $687K | $39.7M |
| Cambridge Investment Research Advisors, Inc. | $33.0M | $6.9M |
| Northwestern Mutual Wealth Management Co | $722K | $28.3M |
| &Partners | $26.7M | $2.3M |
| Bank of New York Mellon Corp | $2.7M | $23.1M |
| Janney Montgomery Scott LLC | $25.5M | $233K |
| First Trust Advisors LP | $22.3M | $393K |
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: FDT institutional holders, BKGI institutional holders.
Frequently asked questions
How much do FDT and BKGI overlap?
0.1% by weight, with 1 holdings in common, using holdings for FDT as of June 30, 2026 and BKGI as of July 31, 2026. The largest shared position is ENGI.
Do institutions hold both FDT and BKGI?
51 Form 13F filers report positions in both, out of 270 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%.