FBT vs AKRE overlap
FBT and AKRE 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: FBT, SEC Form N-PORT, June 30, 2026; AKRE, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | FBT | AKRE |
|---|---|---|
| Morgan Stanley | $135.2M | $14.8M |
| LPL Financial LLC | $64.1M | $80.5M |
| Wells Fargo & Company | $110.1M | $24.9M |
| Cambridge Investment Research Advisors, Inc. | $21.1M | $100.1M |
| Bank of America Corp. | $51.8M | $68.2M |
| Franklin Resources Inc. | $22K | $87.1M |
| Raymond James Financial Inc. | $54.9M | $25.3M |
| UBS Group AG | $50.9M | $20.2M |
| Osaic Holdings, Inc. | $13.6M | $55.7M |
| Royal Bank of Canada | $52.1M | $14.7M |
| Brown Advisory Inc. | $2.6M | $52.3M |
| Wealth Enhancement Advisory Services, LLC | $2.3M | $29.2M |
| Assetmark, Inc. | $6.1M | $24.5M |
| Corient Private Wealth LP | $996K | $28.3M |
| Berger Financial Group, Inc | $25.4M | $2.4M |
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: FBT institutional holders, AKRE institutional holders.
Frequently asked questions
How much do FBT and AKRE overlap?
0.0% by weight, with 0 holdings in common, using holdings for FBT as of June 30, 2026 and AKRE as of July 31, 2026.
Do institutions hold both FBT and AKRE?
117 Form 13F filers report positions in both, out of 669 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%.