FLTR vs FLMI overlap
FLTR and FLMI 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: FLTR, SEC Form N-PORT, July 31, 2026; FLMI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FLTR | FLMI |
|---|---|---|
| LPL Financial LLC | $109.5M | $172.0M |
| Wells Fargo & Company | $116.7M | $58.4M |
| Bank of America Corp. | $87.2M | $83.0M |
| Ameriprise Financial Inc. | $27.0M | $113.5M |
| Morgan Stanley | $65.4M | $54.5M |
| Raymond James Financial Inc. | $52.4M | $48.1M |
| Cetera Investment Advisers | $10.1M | $40.7M |
| UBS Group AG | $46.2M | $201 |
| Cambridge Investment Research Advisors, Inc. | $29.5M | $7.9M |
| Osaic Holdings, Inc. | $9.7M | $23.6M |
| Envestnet Asset Management Inc. | $12.5M | $16.9M |
| Sanctuary Advisors, LLC | $2.9M | $24.4M |
| Jane Street Group, LLC | $615K | $25.7M |
| Stifel Financial Corp. | $10.1M | $15.6M |
| MML Investors Services, LLC | $15.2M | $7.7M |
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: FLTR institutional holders, FLMI institutional holders.
Frequently asked questions
How much do FLTR and FLMI overlap?
0.0% by weight, with 0 holdings in common, using holdings for FLTR as of July 31, 2026 and FLMI as of June 30, 2026.
Do institutions hold both FLTR and FLMI?
77 Form 13F filers report positions in both, out of 406 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%.