IBDW vs FLRN overlap
IBDW 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: IBDW, SEC Form N-PORT, July 31, 2026; FLRN, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IBDW | FLRN |
|---|---|---|
| Bank of America Corp. | $114.0M | $75.8M |
| Morgan Stanley | $101.5M | $60.9M |
| Ameriprise Financial Inc. | $32.0M | $127.1M |
| Aptus Capital Advisors, LLC | $156.8M | $33K |
| LPL Financial LLC | $15.1M | $121.4M |
| Wells Fargo & Company | $48.6M | $57.7M |
| Raymond James Financial Inc. | $72.8M | $26.1M |
| Capital Investment Advisors, LLC | $84.0M | $6.7M |
| Envestnet Asset Management Inc. | $7.4M | $83.3M |
| HighTower Advisors, LLC | $63.6M | $4.2M |
| UBS Group AG | $41.2M | $13.2M |
| Royal Bank of Canada | $42.9M | $5.9M |
| Mercer Global Advisors Inc. | $39.4M | $294K |
| Cetera Investment Advisers | $4.0M | $31.1M |
| Commonwealth Equity Services, LLC | $16.7M | $14.9M |
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: IBDW institutional holders, FLRN institutional holders.
Frequently asked questions
How much do IBDW and FLRN overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBDW as of July 31, 2026 and FLRN as of June 30, 2026.
Do institutions hold both IBDW and FLRN?
91 Form 13F filers report positions in both, out of 563 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%.