JUSA vs FAD overlap
JUSA and FAD overlap 18.6% by weight, across 99 shared holdings.
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Top shared holdings
| Holding | JUSA | FAD | Overlap |
|---|---|---|---|
| Morgan StanleyMS | 0.55% | 0.49% | 0.49% |
| Analog DevicesADI | 0.51% | 0.45% | 0.45% |
| Amphenol Corp.-aAPH | 0.62% | 0.44% | 0.44% |
| Seagate TechnoloSTX | 0.64% | 0.43% | 0.43% |
| Western DigitalWDC | 0.59% | 0.41% | 0.41% |
| Arista NetworksANET | 0.41% | 0.41% | 0.41% |
| ADV Micro DeviceAMD | 1.46% | 0.40% | 0.40% |
| Alphabet Inc.-aGOOGL | 3.27% | 0.39% | 0.39% |
| Eaton Corp. PLCETN | 0.54% | 0.38% | 0.38% |
| General ElectricGE | 0.54% | 0.37% | 0.37% |
| ELI Lilly & CoLLY | 1.31% | 0.37% | 0.37% |
| Ross Stores Inc.ROST | 0.37% | 0.46% | 0.37% |
| Caterpillar Inc.CAT | 0.39% | 0.37% | 0.37% |
| Cisco SystemsCSCO | 0.36% | 0.38% | 0.36% |
| Micron TechMU | 2.27% | 0.34% | 0.34% |
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: JUSA, SEC Form N-PORT, June 30, 2026; FAD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JUSA | FAD |
|---|---|---|
| LPL Financial LLC | $141.8M | $55.3M |
| Envestnet Asset Management Inc. | $60.5M | $6.1M |
| Cambridge Investment Research Advisors, Inc. | $51.5M | $11.7M |
| Janney Montgomery Scott LLC | $58.2M | $345K |
| JPMorgan Chase & Co | $39.6M | $39K |
| Osaic Holdings, Inc. | $2.3M | $9.9M |
| MML Investors Services, LLC | $8.3M | $771K |
| J.W. Cole Advisors, Inc. | $335K | $2.7M |
| IFP Advisors, Inc | $963K | $1.1M |
| Integrated Wealth Concepts LLC | $931K | $244K |
| Farther Finance Advisors, LLC | $730K | $260K |
| Global Retirement Partners, LLC | $519K | $397K |
| Gateway Wealth Partners, LLC | $281K | $334K |
| Fifth Third Bancorp | $12K | $14K |
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: JUSA institutional holders, FAD institutional holders.
Frequently asked questions
How much do JUSA and FAD overlap?
18.6% by weight, with 99 holdings in common, using holdings for JUSA as of June 30, 2026 and FAD as of July 31, 2026. The largest shared position is MS.
Do institutions hold both JUSA and FAD?
14 Form 13F filers report positions in both, out of 136 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%.