TAXF vs FLUD overlap
TAXF and FLUD 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: TAXF, SEC Form N-PORT, May 31, 2026; FLUD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TAXF | FLUD |
|---|---|---|
| LPL Financial LLC | $35.1M | $37.1M |
| Raymond James Financial Inc. | $14.0M | $48.5M |
| Royal Bank of Canada | $2.4M | $8.9M |
| Commonwealth Equity Services, LLC | $4.8M | $1.7M |
| Jane Street Group, LLC | $4.2M | $1.1M |
| Goldman Sachs Group Inc. | $3.3M | $610K |
| Osaic Holdings, Inc. | $2.7M | $180K |
| Steward Partners Investment Advisory, LLC | $38K | $1.7M |
| Citadel Advisors LLC | $556K | $1.1M |
| Cetera Investment Advisers | $544K | $511K |
| Janney Montgomery Scott LLC | $312K | $500K |
| IFG Advisory, LLC | $22K | $250K |
| Harbour Investments, Inc. | $46K | $50K |
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: TAXF institutional holders, FLUD institutional holders.
Frequently asked questions
How much do TAXF and FLUD overlap?
0.0% by weight, with 0 holdings in common, using holdings for TAXF as of May 31, 2026 and FLUD as of June 30, 2026.
Do institutions hold both TAXF and FLUD?
13 Form 13F filers report positions in both, out of 128 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%.