IJK vs FNDA overlap
IJK and FNDA overlap 22.6% by weight, across 165 shared holdings.
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Top shared holdings
| Holding | IJK | FNDA | Overlap |
|---|---|---|---|
| MKS Inc.MKSI | 1.13% | 0.52% | 0.52% |
| TTM TechnologiesTTMI | 1.03% | 0.43% | 0.43% |
| EnersysENS | 0.46% | 0.38% | 0.38% |
| Curtiss-WrightCW | 1.48% | 0.32% | 0.32% |
| Entegris Inc.ENTG | 0.58% | 0.31% | 0.31% |
| Viavi SolutionsVIAV | 0.59% | 0.31% | 0.31% |
| Dycom INDSDY | 0.80% | 0.31% | 0.31% |
| XPO Inc.XPO | 1.28% | 0.30% | 0.30% |
| ATI Inc.ATI | 1.42% | 0.29% | 0.29% |
| Valmont INDSVMI | 0.36% | 0.28% | 0.28% |
| Twilio Inc. - aTWLO | 1.66% | 0.27% | 0.27% |
| Woodward Inc.WWD | 1.34% | 0.27% | 0.27% |
| Five BelowFIVE | 0.53% | 0.27% | 0.27% |
| Applied INDU TECAIT | 0.36% | 0.26% | 0.26% |
| Littelfuse Inc.LFUS | 0.26% | 0.32% | 0.26% |
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: IJK, SEC Form N-PORT, June 30, 2026; FNDA, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IJK | FNDA |
|---|---|---|
| Morgan Stanley | $865.5M | $43.1M |
| Wells Fargo & Company | $692.5M | $206K |
| FMR LLC | $527.8M | $5.8M |
| Bank of America Corp. | $432.1M | $36.6M |
| UBS Group AG | $224.1M | $56.9M |
| Goldman Sachs Group Inc. | $251.4M | $16.1M |
| Envestnet Asset Management Inc. | $242.7M | $2.3M |
| PNC Financial Services Group, Inc. | $236.5M | $405K |
| LPL Financial LLC | $173.5M | $14.0M |
| Raymond James Financial Inc. | $178.6M | $6.9M |
| Ameriprise Financial Inc. | $116.6M | $30.6M |
| Northwestern Mutual Wealth Management Co | $134.8M | $10.3M |
| Financial Engines Advisors L.L.C. | $137.5M | $440K |
| Northern Trust Corp. | $129.6M | $274K |
| JPMorgan Chase & Co | $110.9M | $6.6M |
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: IJK institutional holders, FNDA institutional holders.
Frequently asked questions
How much do IJK and FNDA overlap?
22.6% by weight, with 165 holdings in common, using holdings for IJK as of June 30, 2026 and FNDA as of May 31, 2026. The largest shared position is MKSI.
Do institutions hold both IJK and FNDA?
253 Form 13F filers report positions in both, out of 1,224 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%.