IGM vs FTEC overlap
IGM and FTEC overlap 71.0% by weight, across 257 shared holdings.
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Top shared holdings
| Holding | IGM | FTEC | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 7.96% | 17.09% | 7.96% |
| Apple Inc.AAPL | 7.91% | 16.21% | 7.91% |
| Microsoft Corp.MSFT | 7.49% | 10.93% | 7.49% |
| Broadcom Inc.AVGO | 7.60% | 4.20% | 4.20% |
| Micron TechMU | 5.46% | 3.82% | 3.82% |
| ADV Micro DeviceAMD | 4.13% | 3.18% | 3.18% |
| Cisco SystemsCSCO | 2.02% | 1.92% | 1.92% |
| Applied MaterialAMAT | 2.50% | 1.69% | 1.69% |
| Intel Corp.INTC | 2.87% | 1.65% | 1.65% |
| LAM ResearchLRCX | 2.36% | 1.54% | 1.54% |
| PALO ALTO NetworPANW | 1.20% | 1.17% | 1.17% |
| Palantir Techn-aPLTR | 1.17% | 1.13% | 1.13% |
| Texas InstrumentTXN | 1.18% | 1.07% | 1.07% |
| KLA Corp.KLAC | 1.72% | 1.03% | 1.03% |
| Oracle Corp.ORCL | 1.08% | 0.90% | 0.90% |
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: IGM, SEC Form N-PORT, June 30, 2026; FTEC, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IGM | FTEC |
|---|---|---|
| Bank of America Corp. | $528.7M | $272.3M |
| Lido Advisors, LLC | $37.5M | $573.8M |
| Morgan Stanley | $384.7M | $116.3M |
| Envestnet Asset Management Inc. | $270.7M | $191.2M |
| LPL Financial LLC | $222.2M | $219.4M |
| Raymond James Financial Inc. | $271.5M | $29.7M |
| Commonwealth Equity Services, LLC | $78.5M | $190.9M |
| Royal Bank of Canada | $195.5M | $16.7M |
| JPMorgan Chase & Co | $146.0M | $43.1M |
| Cambridge Investment Research Advisors, Inc. | $34.2M | $147.1M |
| Cerity Partners LLC | $154.4M | $3.5M |
| Truist Financial Corp. | $152.7M | $2.3M |
| Janney Montgomery Scott LLC | $142.8M | $4.0M |
| UBS Group AG | $88.5M | $37.3M |
| Osaic Holdings, Inc. | $39.8M | $85.9M |
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: IGM institutional holders, FTEC institutional holders.
Frequently asked questions
How much do IGM and FTEC overlap?
71.0% by weight, with 257 holdings in common, using holdings for IGM as of June 30, 2026 and FTEC as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both IGM and FTEC?
250 Form 13F filers report positions in both, out of 963 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%.