ISCF vs FDD overlap
ISCF and FDD overlap 2.7% by weight, across 8 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | ISCF | FDD | Overlap |
|---|---|---|---|
| ABN AMRO Bank-CVABN | 1.14% | 4.06% | 1.14% |
| ASR Nederland NVASRNL | 0.43% | 3.47% | 0.43% |
| AL SydbankALSYDB | 0.38% | 2.32% | 0.38% |
| Investec PLCINVP | 0.29% | 3.92% | 0.29% |
| SCOR SESCR | 0.17% | 3.02% | 0.17% |
| Signify NVLIGHT | 0.16% | 3.97% | 0.16% |
| B&M European VALBME | 0.08% | 4.17% | 0.08% |
| TeleperformanceTEP | 0.06% | 3.84% | 0.06% |
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: ISCF, SEC Form N-PORT, July 31, 2026; FDD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | ISCF | FDD |
|---|---|---|
| Morgan Stanley | $230K | $69.1M |
| LPL Financial LLC | $33.5M | $27.2M |
| Wells Fargo & Company | $29 | $42.3M |
| Raymond James Financial Inc. | $1.9M | $32.7M |
| UBS Group AG | $4K | $25.1M |
| Larson Financial Group LLC | $21.6M | $131K |
| Bank of America Corp. | $3.4M | $15.4M |
| Osaic Holdings, Inc. | $1.9M | $16.5M |
| Janney Montgomery Scott LLC | $11.1M | $7.1M |
| Northwestern Mutual Wealth Management Co | $17.3M | $749K |
| Cetera Investment Advisers | $10.0M | $3.1M |
| Envestnet Asset Management Inc. | $3.1M | $7.3M |
| Stifel Financial Corp. | $6.9M | $832K |
| MML Investors Services, LLC | $4.4M | $2.4M |
| Beacon Pointe Advisors, LLC | $6.3M | $332K |
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: ISCF institutional holders, FDD institutional holders.
Frequently asked questions
How much do ISCF and FDD overlap?
2.7% by weight, with 8 holdings in common, using holdings for ISCF as of July 31, 2026 and FDD as of June 30, 2026. The largest shared position is ABN.
Do institutions hold both ISCF and FDD?
37 Form 13F filers report positions in both, out of 246 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%.