FCVT vs BFOR overlap
FCVT and BFOR overlap 1.0% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (FCVT: July 31, 2026, BFOR: 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
| Holding | FCVT | BFOR | Overlap |
|---|---|---|---|
| Seagate TechnoloSTX | 0.61% | 0.53% | 0.53% |
| Western DigitalWDC | 3.09% | 0.45% | 0.45% |
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: FCVT, SEC Form N-PORT, July 31, 2026; BFOR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FCVT | BFOR |
|---|---|---|
| Morgan Stanley | $3.1M | $46.5M |
| LPL Financial LLC | $13.6M | $1.3M |
| Bank of America Corp. | $2.3M | $11.3M |
| Osaic Holdings, Inc. | $9.5M | $502K |
| Raymond James Financial Inc. | $6.9M | $393K |
| Royal Bank of Canada | $3.2M | $223K |
| Cambridge Investment Research Advisors, Inc. | $2.7M | $544K |
| Wells Fargo & Company | $75 | $1.5M |
| Stifel Financial Corp. | $828K | $408K |
| Rockefeller Capital Management L.P. | $19K | $277K |
| Integrated Wealth Concepts LLC | $5K | $142K |
| EverSource Wealth Advisors, LLC | $968 | $4K |
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: FCVT institutional holders, BFOR institutional holders.
Frequently asked questions
How much do FCVT and BFOR overlap?
1.0% by weight, with 2 holdings in common, using holdings for FCVT as of July 31, 2026 and BFOR as of May 31, 2026. The largest shared position is STX.
Do institutions hold both FCVT and BFOR?
12 Form 13F filers report positions in both, out of 92 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%.