MODL vs FIDU overlap
MODL and FIDU overlap 4.5% by weight, across 13 shared holdings.
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Top shared holdings
| Holding | MODL | FIDU | Overlap |
|---|---|---|---|
| Union PAC Corp.UNP | 0.97% | 2.47% | 0.97% |
| UBER TechnologieUBER | 0.86% | 1.78% | 0.86% |
| CSX Corp.CSX | 0.53% | 1.33% | 0.53% |
| Norfolk SouthernNSC | 0.43% | 1.07% | 0.43% |
| United Parcel-BUPS | 0.35% | 1.10% | 0.35% |
| Fedex Corp.FDX | 0.30% | 0.97% | 0.30% |
| Old Dominion FRTODFL | 0.24% | 0.57% | 0.24% |
| Delta Air LIDAL | 0.44% | 0.20% | 0.20% |
| XPO Inc.XPO | 0.14% | 0.33% | 0.14% |
| United AirlinesUAL | 0.32% | 0.14% | 0.14% |
| Hunt (JB) TransJBHT | 0.13% | 0.29% | 0.13% |
| CH RobinsonCHRW | 0.10% | 0.25% | 0.10% |
| Expeditors IntlEXPD | 0.09% | 0.32% | 0.09% |
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: MODL, SEC Form N-PORT, June 30, 2026; FIDU, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | MODL | FIDU |
|---|---|---|
| Bank of America Corp. | $104.3M | $14.5M |
| LPL Financial LLC | $73.1M | $28.5M |
| Northwestern Mutual Wealth Management Co | $203K | $93.8M |
| Janney Montgomery Scott LLC | $76.5M | $442K |
| Raymond James Financial Inc. | $66.6M | $3.0M |
| Integrated Wealth Concepts LLC | $64.9M | $733K |
| Truist Financial Corp. | $54.2M | $971K |
| Morgan Stanley | $23.1M | $21.9M |
| Royal Bank of Canada | $20.7M | $7.8M |
| Stifel Financial Corp. | $18.1M | $7.3M |
| Envestnet Asset Management Inc. | $19.5M | $3.2M |
| Sanctuary Advisors, LLC | $1.4M | $18.4M |
| Cambridge Investment Research Advisors, Inc. | $8.1M | $3.5M |
| Kestra Private Wealth Services, LLC | $1.6M | $10.0M |
| Osaic Holdings, Inc. | $3.2M | $6.5M |
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: MODL institutional holders, FIDU institutional holders.
Frequently asked questions
How much do MODL and FIDU overlap?
4.5% by weight, with 13 holdings in common, using holdings for MODL as of June 30, 2026 and FIDU as of July 31, 2026. The largest shared position is UNP.
Do institutions hold both MODL and FIDU?
26 Form 13F filers report positions in both, out of 267 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%.