FLJP vs CWI overlap
FLJP and CWI overlap 13.8% by weight, across 135 shared holdings.
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Top shared holdings
| Holding | FLJP | CWI | Overlap |
|---|---|---|---|
| Tokyo Electron8035 | 3.37% | 0.61% | 0.61% |
| Mitsubishi UFJ F8306 | 3.46% | 0.61% | 0.61% |
| Toyota Motor7203 | 2.89% | 0.45% | 0.45% |
| Murata Mfg Co6981 | 1.97% | 0.44% | 0.44% |
| Kioxia Holdings285A | 2.99% | 0.43% | 0.43% |
| Advantest Corp.6857 | 2.33% | 0.39% | 0.39% |
| Softbank Group C9984 | 2.23% | 0.38% | 0.38% |
| Hitachi Ltd.6501 | 1.96% | 0.37% | 0.37% |
| SMFG8316 | 2.27% | 0.33% | 0.33% |
| SONY Group Corp.6758 | 1.92% | 0.32% | 0.32% |
| Mizuho Financial8411 | 1.81% | 0.32% | 0.32% |
| Keyence Corp.6861 | 1.51% | 0.26% | 0.26% |
| Mitsubishi Corp.8058 | 1.37% | 0.26% | 0.26% |
| Recruit Holdings6098 | 1.50% | 0.25% | 0.25% |
| Tokio Marine HD8766 | 1.35% | 0.24% | 0.24% |
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: FLJP, SEC Form N-PORT, June 30, 2026; CWI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FLJP | CWI |
|---|---|---|
| Bank of America Corp. | $558.8M | $381.3M |
| Morgan Stanley | $333.9M | $38.5M |
| PNC Financial Services Group, Inc. | $189K | $191.1M |
| JPMorgan Chase & Co | $98.2M | $7.7M |
| Franklin Resources Inc. | $103.4M | $6K |
| HighTower Advisors, LLC | $1.4M | $75.4M |
| LPL Financial LLC | $8.8M | $67.9M |
| Ameriprise Financial Inc. | $29.8M | $28.2M |
| Cresset Asset Management, LLC | $57.2M | $348K |
| Envestnet Asset Management Inc. | $23.5M | $32.6M |
| UBS Group AG | $24.4M | $11.3M |
| Cambridge Investment Research Advisors, Inc. | $22.3M | $12.3M |
| Jupiter Topco LLC | $26.2M | $2.2M |
| Osaic Holdings, Inc. | $12.5M | $10.4M |
| Bank of Montreal | $10.9M | $11.4M |
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: FLJP institutional holders, CWI institutional holders.
Frequently asked questions
How much do FLJP and CWI overlap?
13.8% by weight, with 135 holdings in common, using holdings for FLJP as of June 30, 2026 and CWI as of June 30, 2026. The largest shared position is 8035.
Do institutions hold both FLJP and CWI?
65 Form 13F filers report positions in both, out of 413 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%.