ROAM vs FDEV overlap
ROAM and FDEV overlap 0.2% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | ROAM | FDEV | Overlap |
|---|---|---|---|
| CHOW TAI FOOK JE1929 | 0.17% | 0.16% | 0.16% |
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: ROAM, SEC Form N-PORT, July 31, 2026; FDEV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | ROAM | FDEV |
|---|---|---|
| Commonwealth Equity Services, LLC | $2.6M | $23.2M |
| LPL Financial LLC | $23.5M | $431K |
| Raymond James Financial Inc. | $3.2M | $15.8M |
| Kestra Advisory Services, LLC | $10.1M | $1.3M |
| Jane Street Group, LLC | $5.1M | $3.5M |
| Citadel Advisors LLC | $693K | $2.9M |
| Envestnet Asset Management Inc. | $387K | $3.2M |
| JPMorgan Chase & Co | $144K | $3.4M |
| Susquehanna International Group, LLP | $2.1M | $896K |
| Cetera Investment Advisers | $422K | $2.1M |
| Osaic Holdings, Inc. | $85K | $2.2M |
| Cambridge Investment Research Advisors, Inc. | $1.1M | $1.1M |
| FMR LLC | $62K | $1.4M |
| Morgan Stanley | $61 | $1.4M |
| Allworth Financial LP | $146K | $10 |
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: ROAM institutional holders, FDEV institutional holders.
Frequently asked questions
How much do ROAM and FDEV overlap?
0.2% by weight, with 1 holdings in common, using holdings for ROAM as of July 31, 2026 and FDEV as of July 31, 2026. The largest shared position is 1929.
Do institutions hold both ROAM and FDEV?
18 Form 13F filers report positions in both, out of 72 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%.