IJT vs FESM overlap
IJT and FESM overlap 25.4% by weight, across 174 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | IJT | FESM | Overlap |
|---|---|---|---|
| ACM Research-aACMR | 0.79% | 0.90% | 0.79% |
| Kodiak Gas ServiKGS | 0.80% | 0.71% | 0.71% |
| Stonex Group Inc.SNEX | 0.91% | 0.60% | 0.60% |
| Clear Secure I-aYOU | 0.56% | 0.59% | 0.56% |
| Installed BuildiIBP | 0.57% | 0.53% | 0.53% |
| Sensient TechnolSXT | 0.57% | 0.53% | 0.53% |
| MaxlinearMXL | 0.51% | 0.96% | 0.51% |
| Sphere EntertainSPHR | 0.51% | 0.48% | 0.48% |
| Life Time GroupLTH | 0.49% | 0.47% | 0.47% |
| Openlane Inc.OPLN | 0.48% | 0.46% | 0.46% |
| Enova InternatioENVA | 0.66% | 0.44% | 0.44% |
| Brightspring HEABTSG | 1.21% | 0.44% | 0.44% |
| FED Signal Corp.FSS | 0.86% | 0.42% | 0.42% |
| AAR Corp.AIR | 0.61% | 0.41% | 0.41% |
| Archrock Inc.AROC | 0.78% | 0.40% | 0.40% |
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: IJT, SEC Form N-PORT, June 30, 2026; FESM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IJT | FESM |
|---|---|---|
| FMR LLC | $332.7M | $1.2B |
| Morgan Stanley | $567.0M | $99.5M |
| LPL Financial LLC | $188.7M | $299.0M |
| Ameriprise Financial Inc. | $72.9M | $382.7M |
| Bank of America Corp. | $366.0M | $64.3M |
| Northwestern Mutual Wealth Management Co | $136.6M | $214.8M |
| Wells Fargo & Company | $195.5M | $121.2M |
| Raymond James Financial Inc. | $98.7M | $125.3M |
| Commonwealth Equity Services, LLC | $86.9M | $116.8M |
| Brown Advisory Inc. | $200.0M | $538K |
| UBS Group AG | $164.2M | $11.0M |
| JPMorgan Chase & Co | $76.5M | $89.8M |
| Cetera Investment Advisers | $31.6M | $133.4M |
| PNC Financial Services Group, Inc. | $148.8M | $1.2M |
| Prime Capital Investment Advisors, LLC | $2.1M | $139.6M |
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: IJT institutional holders, FESM institutional holders.
Frequently asked questions
How much do IJT and FESM overlap?
25.4% by weight, with 174 holdings in common, using holdings for IJT as of June 30, 2026 and FESM as of June 30, 2026. The largest shared position is ACMR.
Do institutions hold both IJT and FESM?
136 Form 13F filers report positions in both, out of 938 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%.