FCAL vs CPLS overlap
FCAL and CPLS overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (FCAL: July 31, 2026, CPLS: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: FCAL, SEC Form N-PORT, July 31, 2026; CPLS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FCAL | CPLS |
|---|---|---|
| LPL Financial LLC | $51.3M | $57.9M |
| Morgan Stanley | $10.7M | $282K |
| Royal Bank of Canada | $493K | $5.5M |
| Cetera Investment Advisers | $4.3M | $258K |
| Raymond James Financial Inc. | $638K | $3.0M |
| Osaic Holdings, Inc. | $2.7M | $817K |
| UBS Group AG | $2.2M | $5K |
| Jane Street Group, LLC | $787K | $817K |
| Citadel Advisors LLC | $223K | $734K |
| NewEdge Advisors, LLC | $359K | $6K |
| Wells Fargo & Company | $227K | $13 |
| Integrated Wealth Concepts LLC | $129K | $5K |
| Global Retirement Partners, LLC | $46K | $67K |
| Private Trust Co NA | $79K | $27K |
| IFG Advisory, LLC | $49K | $6K |
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: FCAL institutional holders, CPLS institutional holders.
Frequently asked questions
How much do FCAL and CPLS overlap?
0.0% by weight, with 0 holdings in common, using holdings for FCAL as of July 31, 2026 and CPLS as of May 31, 2026.
Do institutions hold both FCAL and CPLS?
15 Form 13F filers report positions in both, out of 95 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%.