FLRN vs DFNM overlap
FLRN and DFNM 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: FLRN, SEC Form N-PORT, June 30, 2026; DFNM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | FLRN | DFNM |
|---|---|---|
| Focus Partners Wealth | $4.7M | $245.0M |
| LPL Financial LLC | $121.4M | $28.0M |
| Bank of America Corp. | $75.8M | $23.3M |
| Envestnet Asset Management Inc. | $83.3M | $9.8M |
| Focus Partners Advisor Solutions, LLC | $899K | $79.6M |
| Apella Capital, LLC | $434K | $76.8M |
| Morgan Stanley | $60.9M | $422K |
| Wells Fargo & Company | $57.7M | $10K |
| GeoWealth Management, LLC | $1.1M | $51.0M |
| Commonwealth Equity Services, LLC | $14.9M | $32.5M |
| Farther Finance Advisors, LLC | $30.1M | $1.9M |
| Assetmark, Inc. | $13.2M | $16.9M |
| Raymond James Financial Inc. | $26.1M | $1.7M |
| Osaic Holdings, Inc. | $12.1M | $11.1M |
| JPMorgan Chase & Co | $12.5M | $7.4M |
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: FLRN institutional holders, DFNM institutional holders.
Frequently asked questions
How much do FLRN and DFNM overlap?
0.0% by weight, with 0 holdings in common, using holdings for FLRN as of June 30, 2026 and DFNM as of July 31, 2026.
Do institutions hold both FLRN and DFNM?
74 Form 13F filers report positions in both, out of 583 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%.