IJJ vs FNDA overlap
IJJ and FNDA overlap 21.1% by weight, across 148 shared holdings.
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Top shared holdings
| Holding | IJJ | FNDA | Overlap |
|---|---|---|---|
| MKS Inc.MKSI | 0.50% | 0.52% | 0.50% |
| SAIA Inc.SAIA | 0.65% | 0.32% | 0.32% |
| Littelfuse Inc.LFUS | 0.38% | 0.32% | 0.32% |
| Terex Corp.TEX | 0.48% | 0.31% | 0.31% |
| Entegris Inc.ENTG | 0.95% | 0.31% | 0.31% |
| Amkor Tech Inc.AMKR | 0.29% | 0.49% | 0.29% |
| Valmont INDSVMI | 0.26% | 0.28% | 0.26% |
| Applied INDU TECAIT | 0.32% | 0.26% | 0.26% |
| Janus HendersonJHG | 0.37% | 0.25% | 0.25% |
| Healthcare RealtHR | 0.40% | 0.24% | 0.24% |
| Brixmor PropertyBRX | 0.30% | 0.24% | 0.24% |
| Cognex Corp.CGNX | 0.35% | 0.24% | 0.24% |
| Kirby Corp.KEX | 0.23% | 0.23% | 0.23% |
| Rayonier Inc.RYN | 0.34% | 0.23% | 0.23% |
| Valley NATL BANCVLY | 0.40% | 0.22% | 0.22% |
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: IJJ, SEC Form N-PORT, June 30, 2026; FNDA, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IJJ | FNDA |
|---|---|---|
| Morgan Stanley | $589.6M | $43.1M |
| FMR LLC | $603.9M | $5.8M |
| Wells Fargo & Company | $519.6M | $206K |
| Bank of America Corp. | $352.1M | $36.6M |
| UBS Group AG | $286.3M | $56.9M |
| Envestnet Asset Management Inc. | $330.5M | $2.3M |
| PNC Financial Services Group, Inc. | $205.5M | $405K |
| Raymond James Financial Inc. | $128.2M | $6.9M |
| LPL Financial LLC | $113.5M | $14.0M |
| Ameriprise Financial Inc. | $89.6M | $30.6M |
| Northwestern Mutual Wealth Management Co | $93.9M | $10.3M |
| Northern Trust Corp. | $99.7M | $274K |
| Financial Engines Advisors L.L.C. | $90.0M | $440K |
| Royal Bank of Canada | $80.6M | $6.5M |
| Clearstead Advisors, LLC | $2.0M | $75.0M |
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: IJJ institutional holders, FNDA institutional holders.
Frequently asked questions
How much do IJJ and FNDA overlap?
21.1% by weight, with 148 holdings in common, using holdings for IJJ as of June 30, 2026 and FNDA as of May 31, 2026. The largest shared position is MKSI.
Do institutions hold both IJJ and FNDA?
245 Form 13F filers report positions in both, out of 1,116 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%.