MUNI vs FLCB overlap
MUNI and FLCB 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: MUNI, SEC Form N-PORT, June 30, 2026; FLCB, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | MUNI | FLCB |
|---|---|---|
| LPL Financial LLC | $131.6M | $136.4M |
| Bank of America Corp. | $217.7M | $46.1M |
| Morgan Stanley | $196.2M | $42.3M |
| Wells Fargo & Company | $148.1M | $2.2M |
| JPMorgan Chase & Co | $59.1M | $28.6M |
| Envestnet Asset Management Inc. | $47.2M | $30.3M |
| Jones Financial Companies LLLP | $19.7M | $56.2M |
| Sanctuary Advisors, LLC | $3.7M | $69.3M |
| Bank of New York Mellon Corp | $5.4M | $65.8M |
| Ameriprise Financial Inc. | $2.9M | $67.7M |
| Cetera Investment Advisers | $44.9M | $14.3M |
| Raymond James Financial Inc. | $49.2M | $7.9M |
| Janney Montgomery Scott LLC | $3.4M | $52.8M |
| UBS Group AG | $40.1M | $107 |
| NewEdge Advisors, LLC | $31.3M | $1.7M |
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: MUNI institutional holders, FLCB institutional holders.
Frequently asked questions
How much do MUNI and FLCB overlap?
0.0% by weight, with 0 holdings in common, using holdings for MUNI as of June 30, 2026 and FLCB as of June 30, 2026.
Do institutions hold both MUNI and FLCB?
49 Form 13F filers report positions in both, out of 479 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%.