IJT vs FMDE overlap
IJT and FMDE overlap 3.1% by weight, across 19 shared holdings.
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Top shared holdings
| Holding | IJT | FMDE | Overlap |
|---|---|---|---|
| LYFT Inc.-aLYFT | 0.61% | 0.57% | 0.57% |
| Qorvo Inc.QRVO | 0.51% | 0.64% | 0.51% |
| Gates IndustrialGTES | 0.42% | 0.51% | 0.42% |
| Millrose PropertMRP | 0.30% | 0.33% | 0.30% |
| Armstrong WorldAWI | 0.75% | 0.25% | 0.25% |
| Virtu Financia-aVIRT | 0.53% | 0.20% | 0.20% |
| ETSY Inc.ETSY | 0.78% | 0.20% | 0.20% |
| ADT Inc.ADT | 0.13% | 0.32% | 0.13% |
| Kodiak Gas ServiKGS | 0.80% | 0.12% | 0.12% |
| Ringcentral in-aRNG | 0.19% | 0.12% | 0.12% |
| Doubleverify HOLDV | 0.09% | 0.11% | 0.09% |
| Clear Secure I-aYOU | 0.56% | 0.06% | 0.06% |
| Inspire MedicalINSP | 0.13% | 0.06% | 0.06% |
| ZURN Elkay WaterZWS | 0.82% | 0.03% | 0.03% |
| Sarepta TherapeuSRPT | 0.13% | 0.01% | 0.01% |
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; FMDE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IJT | FMDE |
|---|---|---|
| Wells Fargo & Company | $195.5M | $976.2M |
| FMR LLC | $332.7M | $416.9M |
| Northwestern Mutual Wealth Management Co | $136.6M | $538.6M |
| Morgan Stanley | $567.0M | $76.4M |
| Ameriprise Financial Inc. | $72.9M | $509.9M |
| LPL Financial LLC | $188.7M | $260.2M |
| Bank of America Corp. | $366.0M | $30.0M |
| Raymond James Financial Inc. | $98.7M | $155.6M |
| Commonwealth Equity Services, LLC | $86.9M | $156.2M |
| UBS Group AG | $164.2M | $26.9M |
| Osaic Holdings, Inc. | $55.2M | $108.9M |
| Cetera Investment Advisers | $31.6M | $119.3M |
| PNC Financial Services Group, Inc. | $148.8M | $1.4M |
| Envestnet Asset Management Inc. | $50.4M | $80.5M |
| Citadel Advisors LLC | $1.4M | $118.7M |
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, FMDE institutional holders.
Frequently asked questions
How much do IJT and FMDE overlap?
3.1% by weight, with 19 holdings in common, using holdings for IJT as of June 30, 2026 and FMDE as of June 30, 2026. The largest shared position is LYFT.
Do institutions hold both IJT and FMDE?
160 Form 13F filers report positions in both, out of 943 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%.