FIDU vs ABFL overlap
FIDU and ABFL overlap 7.2% by weight, across 13 shared holdings.
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Top shared holdings
| Holding | FIDU | ABFL | Overlap |
|---|---|---|---|
| GE Vernova Inc.GEV | 3.80% | 2.56% | 2.56% |
| Lockheed MartinLMT | 1.72% | 1.90% | 1.72% |
| Vertiv Holding-aVRT | 1.25% | 2.16% | 1.25% |
| Emcor Group Inc.EME | 0.51% | 1.35% | 0.51% |
| Broadridge FINLBR | 0.26% | 1.19% | 0.26% |
| Sterling InfrastSTRL | 0.25% | 1.44% | 0.25% |
| Nextpower Inc.-aNXT | 0.19% | 1.27% | 0.19% |
| Argan Inc.AGX | 0.11% | 2.05% | 0.11% |
| Powell INDS Inc.POWL | 0.09% | 1.05% | 0.09% |
| MYR Group Inc./deMYRG | 0.07% | 1.52% | 0.07% |
| AZZ Inc.AZZ | 0.06% | 0.98% | 0.06% |
| Tutor Perini CORTPC | 0.05% | 1.20% | 0.05% |
| Symbotic Inc.SYM | 0.04% | 0.58% | 0.04% |
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: FIDU, SEC Form N-PORT, July 31, 2026; ABFL, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | FIDU | ABFL |
|---|---|---|
| JPMorgan Chase & Co | $87K | $211.9M |
| Northwestern Mutual Wealth Management Co | $93.8M | $23K |
| LPL Financial LLC | $28.5M | $2.7M |
| Morgan Stanley | $21.9M | $2.2M |
| Kestra Advisory Services, LLC | $12.4M | $607K |
| Wells Fargo & Company | $12.6M | $92 |
| Mariner, LLC | $830K | $10.2M |
| Royal Bank of Canada | $7.8M | $1.6M |
| Stifel Financial Corp. | $7.3M | $1.4M |
| Arax Advisory Partners | $7.4M | $14K |
| Osaic Holdings, Inc. | $6.5M | $293K |
| Raymond James Financial Inc. | $3.0M | $2.2M |
| Cambridge Investment Research Advisors, Inc. | $3.5M | $560K |
| Envestnet Asset Management Inc. | $3.2M | $343K |
| Level Four Advisory Services, LLC | $1.4M | $359K |
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: FIDU institutional holders, ABFL institutional holders.
Frequently asked questions
How much do FIDU and ABFL overlap?
7.2% by weight, with 13 holdings in common, using holdings for FIDU as of July 31, 2026 and ABFL as of July 31, 2026. The largest shared position is GEV.
Do institutions hold both FIDU and ABFL?
25 Form 13F filers report positions in both, out of 264 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%.