LEMB vs FDD overlap
LEMB and FDD 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: LEMB, SEC Form N-PORT, July 31, 2026; FDD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | LEMB | FDD |
|---|---|---|
| Morgan Stanley | $4.0M | $69.1M |
| Wells Fargo & Company | $8.5M | $42.3M |
| UBS Group AG | $16.8M | $25.1M |
| LPL Financial LLC | $9.1M | $27.2M |
| Raymond James Financial Inc. | $649K | $32.7M |
| Ameriprise Financial Inc. | $1.5M | $27.1M |
| Bank of America Corp. | $9.1M | $15.4M |
| Envestnet Asset Management Inc. | $16.2M | $7.3M |
| Osaic Holdings, Inc. | $302K | $16.5M |
| Royal Bank of Canada | $9.2M | $3.4M |
| Sanctuary Advisors, LLC | $3.1M | $4.0M |
| Cambridge Investment Research Advisors, Inc. | $2.9M | $2.7M |
| MML Investors Services, LLC | $2.7M | $2.4M |
| Cetera Investment Advisers | $2.0M | $3.1M |
| NewEdge Advisors, LLC | $486K | $3.8M |
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: LEMB institutional holders, FDD institutional holders.
Frequently asked questions
How much do LEMB and FDD overlap?
0.0% by weight, with 0 holdings in common, using holdings for LEMB as of July 31, 2026 and FDD as of June 30, 2026.
Do institutions hold both LEMB and FDD?
36 Form 13F filers report positions in both, out of 229 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%.