INCO vs FPA overlap
INCO and FPA overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: INCO, SEC Form N-PORT, June 30, 2026; FPA, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | INCO | FPA |
|---|---|---|
| LPL Financial LLC | $6.8M | $2.7M |
| Morgan Stanley | $6.9M | $158K |
| Jane Street Group, LLC | $3.6M | $2.4M |
| Commonwealth Equity Services, LLC | $4.2M | $250K |
| Raymond James Financial Inc. | $2.4M | $1.3M |
| Osaic Holdings, Inc. | $1.6M | $361K |
| Compass Financial Management LLC | $30 | $319K |
| Royal Bank of Canada | $120K | $0 |
| Steward Partners Investment Advisory, LLC | $8K | $5K |
| Wells Fargo & Company | $8K | $1K |
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: INCO institutional holders, FPA institutional holders.
Frequently asked questions
How much do INCO and FPA overlap?
0.0% by weight, with 0 holdings in common, using holdings for INCO as of June 30, 2026 and FPA as of June 30, 2026.
Do institutions hold both INCO and FPA?
10 Form 13F filers report positions in both, out of 76 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%.