FUMB vs CALI overlap
14 institutions report holding both FUMB and CALI.
FUMBCALI
Pick 2 to 4 ETFs.
We don’t have holdings for CALI. 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.
14
institutions report holding both, of 178 holding any
FUMB48.4% of its 13F dollars, 16.5% of its 85 holders
CALI28.4% of its 13F dollars, 13.1% of its 107 holders
Largest institutions holding both
| Firm | FUMB | CALI |
|---|---|---|
| LPL Financial LLC | $13.1M | $17.5M |
| Morgan Stanley | $15.6M | $126K |
| Global Retirement Partners, LLC | $24K | $14.0M |
| Wells Fargo & Company | $13.4M | $43 |
| Commonwealth Equity Services, LLC | $13.0M | $431K |
| Cambridge Investment Research Advisors, Inc. | $3.7M | $6.6M |
| Osaic Holdings, Inc. | $6.9M | $1.4M |
| NewEdge Advisors, LLC | $5.1M | $402K |
| UBS Group AG | $4.6M | $657K |
| Integrated Wealth Concepts LLC | $80K | $2.9M |
| Cetera Investment Advisers | $1.8M | $721K |
| Private Advisor Group, LLC | $800K | $1.1M |
| Meridian Wealth Management, LLC | $717K | $707K |
| Farther Finance Advisors, LLC | $152K | $348K |
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: FUMB institutional holders, CALI institutional holders.
Frequently asked questions
Do institutions hold both FUMB and CALI?
14 Form 13F filers report positions in both, out of 178 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%.