FMHI vs BNDW overlap
FMHI and BNDW overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (FMHI: July 31, 2026, BNDW: 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: FMHI, SEC Form N-PORT, July 31, 2026; BNDW, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FMHI | BNDW |
|---|---|---|
| Morgan Stanley | $68.3M | $389.3M |
| Wealth Enhancement Advisory Services, LLC | $72.7M | $390K |
| Bank of America Corp. | $38.7M | $23.3M |
| Wells Fargo & Company | $57.2M | $4.4M |
| LPL Financial LLC | $56.5M | $3.9M |
| Envestnet Asset Management Inc. | $4.5M | $18.9M |
| Cetera Investment Advisers | $19.5M | $656K |
| JPMorgan Chase & Co | $10.9M | $9.2M |
| Cambridge Investment Research Advisors, Inc. | $18.5M | $536K |
| Mercer Global Advisors Inc. | $333K | $16.3M |
| Royal Bank of Canada | $10.4M | $5.7M |
| Raymond James Financial Inc. | $14.9M | $793K |
| Osaic Holdings, Inc. | $12.2M | $530K |
| Mariner, LLC | $399K | $6.8M |
| MML Investors Services, LLC | $5.8M | $248K |
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: FMHI institutional holders, BNDW institutional holders.
Frequently asked questions
How much do FMHI and BNDW overlap?
0.0% by weight, with 0 holdings in common, using holdings for FMHI as of July 31, 2026 and BNDW as of May 31, 2026.
Do institutions hold both FMHI and BNDW?
32 Form 13F filers report positions in both, out of 277 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%.