IFV vs FJP overlap
IFV and FJP 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: IFV, SEC Form N-PORT, June 30, 2026; FJP, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IFV | FJP |
|---|---|---|
| Morgan Stanley | $44.6M | $18.4M |
| Osaic Holdings, Inc. | $1.0M | $55.3M |
| Concurrent Investment Advisors, LLC | $32.7M | $242K |
| Wells Fargo & Company | $28.3M | $26K |
| LPL Financial LLC | $6.3M | $21.7M |
| Cambridge Investment Research Advisors, Inc. | $15.0M | $8.4M |
| Raymond James Financial Inc. | $14.0M | $7.2M |
| Cetera Investment Advisers | $2.0M | $9.9M |
| Prospera Financial Services Inc | $7.3M | $1.9M |
| Benjamin Edwards Inc. | $5.8M | $3.0M |
| Farther Finance Advisors, LLC | $172K | $6.5M |
| Stifel Financial Corp. | $2.2M | $2.9M |
| MML Investors Services, LLC | $1.3M | $266K |
| Commonwealth Equity Services, LLC | $697K | $560K |
| Pine Valley Investments Ltd Liability Co | $909K | $326K |
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: IFV institutional holders, FJP institutional holders.
Frequently asked questions
How much do IFV and FJP overlap?
0.0% by weight, with 0 holdings in common, using holdings for IFV as of June 30, 2026 and FJP as of June 30, 2026.
Do institutions hold both IFV and FJP?
26 Form 13F filers report positions in both, out of 135 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%.