YNOT vs FFOG overlap
YNOT and FFOG overlap 36.7% by weight, across 21 shared holdings.
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Top shared holdings
| Holding | YNOT | FFOG | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 8.28% | 9.96% | 8.28% |
| Amazon.COM Inc.AMZN | 5.38% | 8.26% | 5.38% |
| Microsoft Corp.MSFT | 5.78% | 5.09% | 5.09% |
| Broadcom Inc.AVGO | 4.69% | 4.21% | 4.21% |
| GE Vernova Inc.GEV | 1.58% | 1.65% | 1.58% |
| Taiwan Semic-ADRTSM | 1.47% | 4.41% | 1.47% |
| ADV Micro DeviceAMD | 1.33% | 2.18% | 1.33% |
| Quanta ServicesPWR | 1.23% | 1.52% | 1.23% |
| Arista NetworksANET | 1.18% | 1.23% | 1.18% |
| Applovin Co-CL aAPP | 1.17% | 1.07% | 1.07% |
| Tesla Inc.TSLA | 0.99% | 2.50% | 0.99% |
| META Platforms-aMETA | 0.96% | 3.36% | 0.96% |
| Cloudflare Inc.-aNET | 0.64% | 1.57% | 0.64% |
| Cadence DesignCDNS | 0.54% | 0.91% | 0.54% |
| Rocket Lab Corp.RKLB | 0.46% | 0.60% | 0.46% |
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: YNOT, SEC Form N-PORT, May 31, 2026; FFOG, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | YNOT | FFOG |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $60.3M | $1.3M |
| LPL Financial LLC | $3.3M | $42.4M |
| Osaic Holdings, Inc. | $2.8M | $9.6M |
| Envestnet Asset Management Inc. | $11.3M | $307K |
| Kestra Advisory Services, LLC | $957K | $638K |
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: YNOT institutional holders, FFOG institutional holders.
Frequently asked questions
How much do YNOT and FFOG overlap?
36.7% by weight, with 21 holdings in common, using holdings for YNOT as of May 31, 2026 and FFOG as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both YNOT and FFOG?
5 Form 13F filers report positions in both, out of 61 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%.