FLRT vs DWM overlap
FLRT and DWM 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: FLRT, SEC Form N-PORT, July 31, 2026; DWM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FLRT | DWM |
|---|---|---|
| LPL Financial LLC | $74.9M | $34.4M |
| Morgan Stanley | $9K | $67.0M |
| Wells Fargo & Company | $49 | $28.4M |
| Cetera Investment Advisers | $15.8M | $5.1M |
| Cambridge Investment Research Advisors, Inc. | $19.2M | $1.0M |
| Raymond James Financial Inc. | $13.0M | $6.5M |
| Envestnet Asset Management Inc. | $10.9M | $8.2M |
| Kestra Advisory Services, LLC | $11.3M | $6.0M |
| Osaic Holdings, Inc. | $14.5M | $2.4M |
| Wealth Enhancement Advisory Services, LLC | $254K | $16.0M |
| MML Investors Services, LLC | $7.8M | $5.4M |
| Jones Financial Companies LLLP | $8.0M | $632K |
| NewEdge Advisors, LLC | $8.1M | $413K |
| Stifel Financial Corp. | $3.5M | $869K |
| Royal Bank of Canada | $2.0M | $1.3M |
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: FLRT institutional holders, DWM institutional holders.
Frequently asked questions
How much do FLRT and DWM overlap?
0.0% by weight, with 0 holdings in common, using holdings for FLRT as of July 31, 2026 and DWM as of June 30, 2026.
Do institutions hold both FLRT and DWM?
32 Form 13F filers report positions in both, out of 222 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%.