INFL vs FREL overlap
INFL and FREL overlap 0.3% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | INFL | FREL | Overlap |
|---|---|---|---|
| St Joe CoJOE | 1.21% | 0.17% | 0.17% |
| Landbridge Co LLLB US | 6.91% | 0.13% | 0.13% |
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: INFL, SEC Form N-PORT, June 30, 2026; FREL, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | INFL | FREL |
|---|---|---|
| Bank of America Corp. | $773K | $306.9M |
| LPL Financial LLC | $54.5M | $17.8M |
| Wells Fargo & Company | $58.7M | $846K |
| Royal Bank of Canada | $45.7M | $2.2M |
| Envestnet Asset Management Inc. | $15.5M | $24.5M |
| MAI Capital Management | $13.6M | $22.0M |
| Commonwealth Equity Services, LLC | $15.9M | $16.1M |
| Northwestern Mutual Wealth Management Co | $162K | $25.5M |
| UBS Group AG | $23.0M | $2.4M |
| Rockefeller Capital Management L.P. | $25.1M | $15K |
| Raymond James Financial Inc. | $13.2M | $6.1M |
| PNC Financial Services Group, Inc. | $374K | $18.6M |
| Cetera Investment Advisers | $766K | $12.2M |
| Aptus Capital Advisors, LLC | $12.7M | $557 |
| Private Advisor Group, LLC | $11.5M | $582K |
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: INFL institutional holders, FREL institutional holders.
Frequently asked questions
How much do INFL and FREL overlap?
0.3% by weight, with 2 holdings in common, using holdings for INFL as of June 30, 2026 and FREL as of July 31, 2026. The largest shared position is JOE.
Do institutions hold both INFL and FREL?
53 Form 13F filers report positions in both, out of 333 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%.