JIVE vs FRDM overlap
JIVE and FRDM 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: JIVE, SEC Form N-PORT, July 31, 2026; FRDM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JIVE | FRDM |
|---|---|---|
| LPL Financial LLC | $449.9M | $79.1M |
| Envestnet Asset Management Inc. | $240.3M | $42.7M |
| Raymond James Financial Inc. | $150.0M | $58.9M |
| Wells Fargo & Company | $38K | $174.3M |
| Northwestern Mutual Wealth Management Co | $19.1M | $150.6M |
| Cambridge Investment Research Advisors, Inc. | $93.6M | $41.0M |
| Osaic Holdings, Inc. | $92.9M | $11.9M |
| Janney Montgomery Scott LLC | $67.7M | $32.5M |
| Jones Financial Companies LLLP | $71.3M | $21.2M |
| MML Investors Services, LLC | $69.1M | $20.2M |
| Royal Bank of Canada | $61.3M | $11.4M |
| Cetera Investment Advisers | $53.2M | $10.2M |
| Morgan Stanley | $102K | $53.8M |
| Commonwealth Equity Services, LLC | $29.0M | $23.6M |
| Kestra Advisory Services, LLC | $13.1M | $34.8M |
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: JIVE institutional holders, FRDM institutional holders.
Frequently asked questions
How much do JIVE and FRDM overlap?
0.0% by weight, with 0 holdings in common, using holdings for JIVE as of July 31, 2026 and FRDM as of June 30, 2026.
Do institutions hold both JIVE and FRDM?
81 Form 13F filers report positions in both, out of 458 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%.