TAGG vs FMB overlap
TAGG and FMB 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; FMB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | TAGG | FMB |
|---|---|---|
| LPL Financial LLC | $118.8M | $124.5M |
| Morgan Stanley | $19.0M | $179.6M |
| Wells Fargo & Company | $28K | $109.3M |
| Raymond James Financial Inc. | $5.2M | $64.6M |
| Osaic Holdings, Inc. | $1.2M | $46.8M |
| Cambridge Investment Research Advisors, Inc. | $465K | $34.0M |
| Cetera Investment Advisers | $5.4M | $20.4M |
| Truist Financial Corp. | $1.2M | $22.0M |
| Envestnet Asset Management Inc. | $4.5M | $17.7M |
| Commonwealth Equity Services, LLC | $4.2M | $18.0M |
| Jones Financial Companies LLLP | $3.3M | $14.1M |
| Bank of New York Mellon Corp | $206K | $9.5M |
| JPMorgan Chase & Co | $2.7M | $6.5M |
| Steward Partners Investment Advisory, LLC | $759K | $5.6M |
| Citadel Advisors LLC | $2.4M | $2.3M |
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: TAGG institutional holders, FMB institutional holders.
Frequently asked questions
How much do TAGG and FMB overlap?
0.0% by weight, with 0 holdings in common, using holdings for TAGG as of July 31, 2026 and FMB as of July 31, 2026.
Do institutions hold both TAGG and FMB?
26 Form 13F filers report positions in both, out of 323 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%.