FCEF vs AMAX overlap
FCEF and AMAX 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: FCEF, SEC Form N-PORT, May 31, 2026; AMAX, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FCEF | AMAX |
|---|---|---|
| LPL Financial LLC | $14.0M | $11.1M |
| Raymond James Financial Inc. | $3.7M | $1.0M |
| Osaic Holdings, Inc. | $1.3M | $2.7M |
| Envestnet Asset Management Inc. | $742K | $119K |
| Janney Montgomery Scott LLC | $600K | $240K |
| NewEdge Advisors, LLC | $342K | $401K |
| Morgan Stanley | $47K | $10 |
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: FCEF institutional holders, AMAX institutional holders.
Frequently asked questions
How much do FCEF and AMAX overlap?
0.0% by weight, with 0 holdings in common, using holdings for FCEF as of May 31, 2026 and AMAX as of May 31, 2026.
Do institutions hold both FCEF and AMAX?
7 Form 13F filers report positions in both, out of 47 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%.