FLCH vs FIDI overlap
FLCH and FIDI 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: FLCH, SEC Form N-PORT, June 30, 2026; FIDI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | FLCH | FIDI |
|---|---|---|
| Assetmark, Inc. | $24.7M | $3K |
| Envestnet Asset Management Inc. | $11.6M | $2.3M |
| Morgan Stanley | $9.2M | $79K |
| Cetera Investment Advisers | $7.4M | $1.7M |
| Bank of America Corp. | $2.2M | $6.0M |
| Royal Bank of Canada | $1.4M | $4.4M |
| LPL Financial LLC | $503K | $3.7M |
| Raymond James Financial Inc. | $267K | $3.7M |
| Global Retirement Partners, LLC | $5K | $2.9M |
| Osaic Holdings, Inc. | $112K | $2.5M |
| Cambridge Investment Research Advisors, Inc. | $342K | $1.6M |
| MML Investors Services, LLC | $527K | $639K |
| National Bank of Canada | $139K | $610K |
| FMR LLC | $21K | $588K |
| NewEdge Advisors, LLC | $43K | $213K |
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: FLCH institutional holders, FIDI institutional holders.
Frequently asked questions
How much do FLCH and FIDI overlap?
0.0% by weight, with 0 holdings in common, using holdings for FLCH as of June 30, 2026 and FIDI as of July 31, 2026.
Do institutions hold both FLCH and FIDI?
21 Form 13F filers report positions in both, out of 111 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%.