FNDE vs CORO overlap
125 institutions report holding both FNDE and CORO.
FNDECORO
Pick 2 to 4 ETFs.
We don’t have holdings for CORO. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
125
institutions report holding both, of 779 holding any
FNDE9.9% of its 13F dollars, 25.3% of its 495 holders
CORO70.3% of its 13F dollars, 30.6% of its 409 holders
Largest institutions holding both
| Firm | FNDE | CORO |
|---|---|---|
| Envestnet Asset Management Inc. | $55.5M | $1.8B |
| JPMorgan Chase & Co | $5.9M | $653.6M |
| LPL Financial LLC | $32.7M | $471.6M |
| Morgan Stanley | $160.2M | $199.4M |
| Merit Financial Group, LLC | $1.4M | $210.2M |
| Park Avenue Securities LLC | $1.2M | $157.4M |
| OneDigital Investment Advisors LLC | $493K | $152.5M |
| MML Investors Services, LLC | $4.5M | $141.2M |
| Foundations Investment Advisors, LLC | $221K | $126.8M |
| Cetera Investment Advisers | $13.1M | $107.9M |
| Sanctuary Advisors, LLC | $6.1M | $102.8M |
| Commonwealth Equity Services, LLC | $6.4M | $98.6M |
| Bank of New York Mellon Corp | $1.3M | $102.1M |
| Arax Advisory Partners | $364K | $96.4M |
| Janney Montgomery Scott LLC | $3.7M | $91.0M |
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: FNDE institutional holders, CORO institutional holders.
Frequently asked questions
Do institutions hold both FNDE and CORO?
125 Form 13F filers report positions in both, out of 779 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%.