JUSA vs FNDB overlap
JUSA and FNDB overlap 47.3% by weight, across 244 shared holdings.
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Top shared holdings
| Holding | JUSA | FNDB | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 6.59% | 4.29% | 4.29% |
| Alphabet Inc.-aGOOGL | 3.27% | 2.20% | 2.20% |
| Microsoft Corp.MSFT | 4.66% | 2.16% | 2.16% |
| Alphabet Inc.-CGOOG | 2.53% | 1.75% | 1.75% |
| Amazon.COM Inc.AMZN | 3.95% | 1.72% | 1.72% |
| Micron TechMU | 2.27% | 1.48% | 1.48% |
| Berkshire HATH-BBRK/B | 1.26% | 1.31% | 1.26% |
| Exxon Mobil Corp.XOM | 1.17% | 2.12% | 1.17% |
| META Platforms-aMETA | 2.06% | 1.15% | 1.15% |
| Johnson&JohnsonJNJ | 1.21% | 0.89% | 0.89% |
| Intel Corp.INTC | 0.82% | 2.38% | 0.82% |
| Bank of AmericaBAC | 0.91% | 0.80% | 0.80% |
| Unitedhealth GRPUNH | 0.74% | 1.27% | 0.74% |
| Citigroup Inc.C | 0.67% | 0.79% | 0.67% |
| Wells Fargo & CoWFC | 0.77% | 0.63% | 0.63% |
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; FNDB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | JUSA | FNDB |
|---|---|---|
| LPL Financial LLC | $141.8M | $3.2M |
| Cambridge Investment Research Advisors, Inc. | $51.5M | $37.3M |
| Envestnet Asset Management Inc. | $60.5M | $9.0M |
| JPMorgan Chase & Co | $39.6M | $1.2M |
| HighTower Advisors, LLC | $219K | $16.7M |
| MML Investors Services, LLC | $8.3M | $6.6M |
| Osaic Holdings, Inc. | $2.3M | $5.9M |
| Integrated Wealth Concepts LLC | $931K | $653K |
| Farther Finance Advisors, LLC | $730K | $829K |
| Tower Research Capital LLC (TRC) | $641K | $109K |
| Fifth Third Bancorp | $12K | $13K |
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, FNDB institutional holders.
Frequently asked questions
How much do JUSA and FNDB overlap?
47.3% by weight, with 244 holdings in common, using holdings for JUSA as of June 30, 2026 and FNDB as of May 31, 2026. The largest shared position is AAPL.
Do institutions hold both JUSA and FNDB?
11 Form 13F filers report positions in both, out of 200 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%.