JUCY vs FDG overlap
JUCY and FDG overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (JUCY: July 31, 2026, FDG: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: JUCY, SEC Form N-PORT, July 31, 2026; FDG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | JUCY | FDG |
|---|---|---|
| Envestnet Asset Management Inc. | $17.4M | $65.6M |
| Farther Finance Advisors, LLC | $34K | $5.1M |
| LPL Financial LLC | $2.5M | $2.1M |
| IFP Advisors, Inc | $25K | $4.3M |
| Osaic Holdings, Inc. | $1.0M | $3.0M |
| AE Wealth Management LLC | $12K | $3.8M |
| MML Investors Services, LLC | $645K | $584K |
| Morgan Stanley | $14K | $133K |
| Wells Fargo & Company | $67K | $7K |
| JPMorgan Chase & Co | $30K | $19K |
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: JUCY institutional holders, FDG institutional holders.
Frequently asked questions
How much do JUCY and FDG overlap?
0.0% by weight, with 0 holdings in common, using holdings for JUCY as of July 31, 2026 and FDG as of May 31, 2026.
Do institutions hold both JUCY and FDG?
10 Form 13F filers report positions in both, out of 106 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%.