FMAT vs AIPO overlap
FMAT and AIPO overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (FMAT: July 31, 2026, AIPO: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: FMAT, SEC Form N-PORT, July 31, 2026; AIPO, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FMAT | AIPO |
|---|---|---|
| AE Wealth Management LLC | $98.5M | $18K |
| Commonwealth Equity Services, LLC | $5.2M | $17.0M |
| Royal Bank of Canada | $658K | $15.7M |
| Raymond James Financial Inc. | $937K | $15.1M |
| Cetera Investment Advisers | $2.2M | $12.5M |
| Steward Partners Investment Advisory, LLC | $4.4M | $1.5M |
| Farther Finance Advisors, LLC | $44K | $5.5M |
| Cambridge Investment Research Advisors, Inc. | $3.3M | $2.1M |
| Susquehanna International Group, LLP | $4.3M | $997K |
| Osaic Holdings, Inc. | $3.4M | $1.9M |
| LPL Financial LLC | $4.0M | $1.2M |
| Integrated Wealth Concepts LLC | $16K | $5.0M |
| Rockefeller Capital Management L.P. | $32K | $4.9M |
| Morgan Stanley | $3.8M | $760K |
| Envestnet Asset Management Inc. | $2.5M | $1.8M |
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: FMAT institutional holders, AIPO institutional holders.
Frequently asked questions
How much do FMAT and AIPO overlap?
0.0% by weight, with 0 holdings in common, using holdings for FMAT as of July 31, 2026 and AIPO as of May 31, 2026.
Do institutions hold both FMAT and AIPO?
36 Form 13F filers report positions in both, out of 246 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%.