LMUB vs FLRN overlap
LMUB and FLRN 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: LMUB, SEC Form N-PORT, May 31, 2026; FLRN, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | LMUB | FLRN |
|---|---|---|
| Envestnet Asset Management Inc. | $660.1M | $83.3M |
| LPL Financial LLC | $340.0M | $121.4M |
| JPMorgan Chase & Co | $143.2M | $12.5M |
| Morgan Stanley | $83.5M | $60.9M |
| Cetera Investment Advisers | $61.4M | $31.1M |
| MML Investors Services, LLC | $77.7M | $5.8M |
| Park Avenue Securities LLC | $59.6M | $201K |
| Wells Fargo & Company | $15K | $57.7M |
| Farther Finance Advisors, LLC | $5.7M | $30.1M |
| Sanctuary Advisors, LLC | $26.3M | $1.9M |
| Raymond James Financial Inc. | $213K | $26.1M |
| Foundations Investment Advisors, LLC | $17.5M | $3.0M |
| Vise Technologies, Inc. | $18.2M | $427K |
| Cambridge Investment Research Advisors, Inc. | $4.9M | $13.1M |
| Commonwealth Equity Services, LLC | $2.7M | $14.9M |
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: LMUB institutional holders, FLRN institutional holders.
Frequently asked questions
How much do LMUB and FLRN overlap?
0.0% by weight, with 0 holdings in common, using holdings for LMUB as of May 31, 2026 and FLRN as of June 30, 2026.
Do institutions hold both LMUB and FLRN?
79 Form 13F filers report positions in both, out of 467 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%.