HTRB vs FLRN overlap
HTRB and FLRN 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: HTRB, SEC Form N-PORT, July 31, 2026; FLRN, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | HTRB | FLRN |
|---|---|---|
| Bank of Montreal | $333.8M | $1.2M |
| LPL Financial LLC | $48.7M | $121.4M |
| Bank of America Corp. | $70.7M | $75.8M |
| Northwestern Mutual Wealth Management Co | $91.0M | $6.4M |
| Envestnet Asset Management Inc. | $1.7M | $83.3M |
| Raymond James Financial Inc. | $35.2M | $26.1M |
| Morgan Stanley | $54K | $60.9M |
| Wells Fargo & Company | $32K | $57.7M |
| UBS Group AG | $40.8M | $13.2M |
| Wealth Enhancement Advisory Services, LLC | $38.0M | $3.2M |
| Commonwealth Equity Services, LLC | $21.4M | $14.9M |
| Cetera Investment Advisers | $3.9M | $31.1M |
| HighTower Advisors, LLC | $30.6M | $4.2M |
| Jones Financial Companies LLLP | $28.9M | $5.5M |
| Farther Finance Advisors, LLC | $320K | $30.1M |
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: HTRB institutional holders, FLRN institutional holders.
Frequently asked questions
How much do HTRB and FLRN overlap?
0.0% by weight, with 0 holdings in common, using holdings for HTRB as of July 31, 2026 and FLRN as of June 30, 2026.
Do institutions hold both HTRB and FLRN?
63 Form 13F filers report positions in both, out of 424 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%.