TAGG vs FLMI overlap
TAGG and FLMI 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: TAGG, SEC Form N-PORT, July 31, 2026; FLMI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TAGG | FLMI |
|---|---|---|
| LPL Financial LLC | $118.8M | $172.0M |
| Morgan Stanley | $19.0M | $54.5M |
| Wells Fargo & Company | $28K | $58.4M |
| Raymond James Financial Inc. | $5.2M | $48.1M |
| Cetera Investment Advisers | $5.4M | $40.7M |
| Osaic Holdings, Inc. | $1.2M | $23.6M |
| Envestnet Asset Management Inc. | $4.5M | $16.9M |
| Jones Financial Companies LLLP | $3.3M | $13.7M |
| Truist Financial Corp. | $1.2M | $13.5M |
| Bank of New York Mellon Corp | $206K | $12.7M |
| Commonwealth Equity Services, LLC | $4.2M | $8.0M |
| JPMorgan Chase & Co | $2.7M | $8.2M |
| Cambridge Investment Research Advisors, Inc. | $465K | $7.9M |
| Steward Partners Investment Advisory, LLC | $759K | $4.6M |
| Natixis Advisors, LLC | $619K | $2.8M |
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: TAGG institutional holders, FLMI institutional holders.
Frequently asked questions
How much do TAGG and FLMI overlap?
0.0% by weight, with 0 holdings in common, using holdings for TAGG as of July 31, 2026 and FLMI as of June 30, 2026.
Do institutions hold both TAGG and FLMI?
25 Form 13F filers report positions in both, out of 244 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%.