RLY vs FIDU overlap
RLY and FIDU 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: RLY, SEC Form N-PORT, June 30, 2026; FIDU, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RLY | FIDU |
|---|---|---|
| AE Wealth Management LLC | $5K | $139.9M |
| Envestnet Asset Management Inc. | $74.6M | $3.2M |
| Morgan Stanley | $43.7M | $21.9M |
| Bank of America Corp. | $49.6M | $14.5M |
| Raymond James Financial Inc. | $55.5M | $3.0M |
| LPL Financial LLC | $29.8M | $28.5M |
| Commonwealth Equity Services, LLC | $1.0M | $39.9M |
| Thrivent Financial for Lutherans | $12.1M | $10.6M |
| Sanctuary Advisors, LLC | $2.0M | $18.4M |
| Wells Fargo & Company | $6.5M | $12.6M |
| HighTower Advisors, LLC | $16.9M | $298K |
| Kestra Advisory Services, LLC | $931K | $12.4M |
| Royal Bank of Canada | $4.4M | $7.8M |
| FMR LLC | $69 | $9.2M |
| Stifel Financial Corp. | $980K | $7.3M |
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: RLY institutional holders, FIDU institutional holders.
Frequently asked questions
How much do RLY and FIDU overlap?
0.0% by weight, with 0 holdings in common, using holdings for RLY as of June 30, 2026 and FIDU as of July 31, 2026.
Do institutions hold both RLY and FIDU?
58 Form 13F filers report positions in both, out of 350 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%.