RONB vs FDLS overlap
RONB and FDLS overlap 0.1% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | RONB | FDLS | Overlap |
|---|---|---|---|
| Interactive BROKIBKR | 3.52% | 0.14% | 0.14% |
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: RONB, SEC Form N-PORT, June 30, 2026; FDLS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | RONB | FDLS |
|---|---|---|
| LPL Financial LLC | $3.1M | $7.7M |
| Cambridge Investment Research Advisors, Inc. | $3.0M | $5.2M |
| Susquehanna International Group, LLP | $4.7M | $658K |
| Osaic Holdings, Inc. | $3.5M | $876K |
| Sanctuary Advisors, LLC | $3.8M | $364K |
| Envestnet Asset Management Inc. | $1.7M | $1.8M |
| Stifel Financial Corp. | $3.0M | $223K |
| Royal Bank of Canada | $2.3M | $14K |
| Commonwealth Equity Services, LLC | $1.7M | $374K |
| Ameritas Advisory Services, LLC | $269K | $17K |
| Farther Finance Advisors, LLC | $220K | $3K |
| Steward Partners Investment Advisory, LLC | $93K | $65K |
| Institute for Wealth Management, LLC. | $72K | $10K |
| Morgan Stanley | $37K | $26K |
| Harbour Investments, Inc. | $49 | $24K |
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: RONB institutional holders, FDLS institutional holders.
Frequently asked questions
How much do RONB and FDLS overlap?
0.1% by weight, with 1 holdings in common, using holdings for RONB as of June 30, 2026 and FDLS as of May 31, 2026. The largest shared position is IBKR.
Do institutions hold both RONB and FDLS?
15 Form 13F filers report positions in both, out of 123 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%.