FLIA vs DOL overlap
FLIA and DOL 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: FLIA, SEC Form N-PORT, June 30, 2026; DOL, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FLIA | DOL |
|---|---|---|
| Wealth Enhancement Advisory Services, LLC | $233.7M | $438K |
| Morgan Stanley | $18K | $83.1M |
| LPL Financial LLC | $13.5M | $18.8M |
| JPMorgan Chase & Co | $651K | $27.4M |
| Royal Bank of Canada | $197K | $22.8M |
| Cetera Investment Advisers | $5.4M | $4.5M |
| Osaic Holdings, Inc. | $5K | $5.5M |
| Raymond James Financial Inc. | $267K | $5.0M |
| Kestra Advisory Services, LLC | $3.5M | $1.2M |
| Private Advisor Group, LLC | $2.7M | $1.1M |
| Jane Street Group, LLC | $617K | $2.1M |
| Susquehanna International Group, LLP | $890K | $888K |
| Farther Finance Advisors, LLC | $753K | $162K |
| HRT Financial LP | $396K | $416K |
| Blue Trust, Inc. | $29K | $102K |
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: FLIA institutional holders, DOL institutional holders.
Frequently asked questions
How much do FLIA and DOL overlap?
0.0% by weight, with 0 holdings in common, using holdings for FLIA as of June 30, 2026 and DOL as of June 30, 2026.
Do institutions hold both FLIA and DOL?
15 Form 13F filers report positions in both, out of 128 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%.