IJS vs FESM overlap
IJS and FESM overlap 21.4% by weight, across 210 shared holdings.
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Top shared holdings
| Holding | IJS | FESM | Overlap |
|---|---|---|---|
| Kulicke & SoffaKLIC | 0.75% | 0.78% | 0.75% |
| MaxlinearMXL | 0.66% | 0.96% | 0.66% |
| Plexus Corp.PLXS | 0.48% | 0.72% | 0.48% |
| Lumen TechnologiLUMN | 0.43% | 0.58% | 0.43% |
| M/I Homes Inc.MHO | 0.44% | 0.42% | 0.42% |
| California ResouCRC | 0.44% | 0.41% | 0.41% |
| Diodes Inc.DIOD | 0.54% | 0.40% | 0.40% |
| Benchmark ElectrBHE | 0.38% | 0.58% | 0.38% |
| Simmons First -aSFNC | 0.35% | 0.38% | 0.35% |
| United CommunityUCB | 0.45% | 0.33% | 0.33% |
| Cushman & WakefiCWK | 0.33% | 0.48% | 0.33% |
| Phinia Inc.PHIN | 0.33% | 0.36% | 0.33% |
| Marriott VacatioVAC | 0.30% | 0.34% | 0.30% |
| BANC of CalifornBANC | 0.30% | 0.33% | 0.30% |
| Materion Corp.MTRN | 0.30% | 0.32% | 0.30% |
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: IJS, SEC Form N-PORT, June 30, 2026; FESM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IJS | FESM |
|---|---|---|
| FMR LLC | $226.7M | $1.2B |
| Morgan Stanley | $434.6M | $99.5M |
| Bank of America Corp. | $433.9M | $64.3M |
| Ameriprise Financial Inc. | $57.9M | $382.7M |
| LPL Financial LLC | $119.1M | $299.0M |
| Wells Fargo & Company | $208.4M | $121.2M |
| Northwestern Mutual Wealth Management Co | $50.0M | $214.8M |
| Prime Capital Investment Advisors, LLC | $103.4M | $139.6M |
| Commonwealth Equity Services, LLC | $63.7M | $116.8M |
| Raymond James Financial Inc. | $55.0M | $125.3M |
| Cetera Investment Advisers | $35.2M | $133.4M |
| Envestnet Asset Management Inc. | $77.8M | $72.5M |
| Fifth Third Bancorp | $19.2M | $124.8M |
| UBS Group AG | $129.4M | $11.0M |
| JPMorgan Chase & Co | $46.3M | $89.8M |
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: IJS institutional holders, FESM institutional holders.
Frequently asked questions
How much do IJS and FESM overlap?
21.4% by weight, with 210 holdings in common, using holdings for IJS as of June 30, 2026 and FESM as of June 30, 2026. The largest shared position is KLIC.
Do institutions hold both IJS and FESM?
140 Form 13F filers report positions in both, out of 1,000 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%.