FDV vs FDMO overlap
FDV and FDMO overlap 7.6% by weight, across 12 shared holdings.
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Top shared holdings
| Holding | FDV | FDMO | Overlap |
|---|---|---|---|
| Exxon Mobil Corp.XOM | 1.22% | 1.12% | 1.12% |
| Merck & CoMRK | 1.16% | 1.09% | 1.09% |
| Amgen Inc.AMGN | 3.77% | 0.88% | 0.88% |
| Coca-Cola Co/theKO | 1.17% | 0.75% | 0.75% |
| Chevron Corp.CVX | 3.37% | 0.72% | 0.72% |
| US BancorpUSB | 3.80% | 0.64% | 0.64% |
| Verizon CommunicVZ | 1.89% | 0.59% | 0.59% |
| Pepsico Inc.PEP | 3.31% | 0.48% | 0.48% |
| Nextera EnergyNEE | 2.01% | 0.41% | 0.41% |
| McDonalds Corp.MCD | 1.34% | 0.41% | 0.41% |
| Prologis Inc.PLD | 2.96% | 0.29% | 0.29% |
| Entergy Corp.ETR | 1.02% | 0.22% | 0.22% |
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: FDV, SEC Form N-PORT, July 31, 2026; FDMO, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | FDV | FDMO |
|---|---|---|
| Envestnet Asset Management Inc. | $29.6M | $144.2M |
| Raymond James Financial Inc. | $104.8M | $26.0M |
| LPL Financial LLC | $107.2M | $17.3M |
| Cambridge Investment Research Advisors, Inc. | $13.1M | $20.8M |
| Cetera Investment Advisers | $6.2M | $21.6M |
| Bank of America Corp. | $20.9M | $2.4M |
| Kestra Advisory Services, LLC | $795K | $22.2M |
| Rockefeller Capital Management L.P. | $16.9M | $3.1M |
| Osaic Holdings, Inc. | $10.4M | $4.9M |
| Integrated Wealth Concepts LLC | $12.2M | $890K |
| NewEdge Advisors, LLC | $9.4M | $3.2M |
| JPMorgan Chase & Co | $4.0M | $8.2M |
| Wells Fargo & Company | $10.9M | $6K |
| Morgan Stanley | $21K | $10.5M |
| Royal Bank of Canada | $9.6M | $861K |
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: FDV institutional holders, FDMO institutional holders.
Frequently asked questions
How much do FDV and FDMO overlap?
7.6% by weight, with 12 holdings in common, using holdings for FDV as of July 31, 2026 and FDMO as of July 31, 2026. The largest shared position is XOM.
Do institutions hold both FDV and FDMO?
29 Form 13F filers report positions in both, out of 165 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%.