SPGM vs FLDR overlap
SPGM and FLDR 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: SPGM, SEC Form N-PORT, June 30, 2026; FLDR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SPGM | FLDR |
|---|---|---|
| FMR LLC | $210K | $444.6M |
| LPL Financial LLC | $194.1M | $26.3M |
| Sequoia Financial Advisors, LLC | $189.7M | $330K |
| HighTower Advisors, LLC | $72.5M | $4.7M |
| Wells Fargo & Company | $65K | $62.4M |
| Raymond James Financial Inc. | $7.2M | $44.6M |
| Commonwealth Equity Services, LLC | $1.2M | $34.5M |
| Osaic Holdings, Inc. | $20.0M | $12.4M |
| Bank of America Corp. | $12.6M | $15.5M |
| Morgan Stanley | $15.7M | $12.1M |
| AE Wealth Management LLC | $625K | $22.8M |
| Northwestern Mutual Wealth Management Co | $9.4M | $10.3M |
| UBS Group AG | $7.7M | $7.7M |
| Envestnet Asset Management Inc. | $2.0M | $10.4M |
| JPMorgan Chase & Co | $7.6M | $3.9M |
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: SPGM institutional holders, FLDR institutional holders.
Frequently asked questions
How much do SPGM and FLDR overlap?
0.0% by weight, with 0 holdings in common, using holdings for SPGM as of June 30, 2026 and FLDR as of May 31, 2026.
Do institutions hold both SPGM and FLDR?
35 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%.