HFSI vs FMHI overlap
HFSI and FMHI 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: HFSI, SEC Form N-PORT, July 31, 2026; FMHI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | HFSI | FMHI |
|---|---|---|
| Bank of America Corp. | $74.1M | $38.7M |
| Northwestern Mutual Wealth Management Co | $91.4M | $336K |
| Wealth Enhancement Advisory Services, LLC | $5.9M | $72.7M |
| Raymond James Financial Inc. | $55.7M | $14.9M |
| Morgan Stanley | $6K | $68.3M |
| LPL Financial LLC | $7.4M | $56.5M |
| Osaic Holdings, Inc. | $25.3M | $12.2M |
| Royal Bank of Canada | $13.7M | $10.4M |
| Cambridge Investment Research Advisors, Inc. | $5.6M | $18.5M |
| Cetera Investment Advisers | $1.2M | $19.5M |
| Vise Technologies, Inc. | $384K | $19.3M |
| Envestnet Asset Management Inc. | $13.1M | $4.5M |
| JPMorgan Chase & Co | $2.3M | $10.9M |
| Stifel Financial Corp. | $10.8M | $1.6M |
| Mutual Advisors, LLC | $8.6M | $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: HFSI institutional holders, FMHI institutional holders.
Frequently asked questions
How much do HFSI and FMHI overlap?
0.0% by weight, with 0 holdings in common, using holdings for HFSI as of July 31, 2026 and FMHI as of July 31, 2026.
Do institutions hold both HFSI and FMHI?
37 Form 13F filers report positions in both, out of 236 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%.