FLSW vs FLMX overlap

FLSW and FLMX overlap 0.0% by weight, across 0 shared holdings.

FLSWFLMX

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

FLSW0.0% of the fund is in shared holdings, of 49

FLMX0.0% of the fund is in shared holdings, of 34

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: FLSW, SEC Form N-PORT, June 30, 2026; FLMX, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 48 holding any

FLSW29.9% of its 13F dollars, 24.0% of its 25 holders

FLMX13.8% of its 13F dollars, 20.7% of its 29 holders

Largest institutions holding both

Firm	FLSW	FLMX
Marotta Asset Management	$11.1M	$1.8M
Royal Bank of Canada	$54K	$3.5M
Jane Street Group, LLC	$1.2M	$631K
Morgan Stanley	$82K	$153
UBS Group AG	$12K	$25K
Wells Fargo & Company	$2K	$29

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: FLSW institutional holders, FLMX institutional holders.

Frequently asked questions

How much do FLSW and FLMX overlap?

0.0% by weight, with 0 holdings in common, using holdings for FLSW as of June 30, 2026 and FLMX as of June 30, 2026.

Do institutions hold both FLSW and FLMX?

6 Form 13F filers report positions in both, out of 48 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%.