FELG vs APUE overlap
FELG and APUE overlap 49.0% by weight, across 98 shared holdings.
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Top shared holdings
| Holding | FELG | APUE | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 13.13% | 6.85% | 6.85% |
| Apple Inc.AAPL | 7.57% | 6.42% | 6.42% |
| Microsoft Corp.MSFT | 5.02% | 4.70% | 4.70% |
| Alphabet Inc.-aGOOGL | 6.60% | 3.17% | 3.17% |
| Broadcom Inc.AVGO | 5.43% | 2.98% | 2.98% |
| Alphabet Inc.-CGOOG | 3.35% | 2.50% | 2.50% |
| META Platforms-aMETA | 3.24% | 1.93% | 1.93% |
| Tesla Inc.TSLA | 3.51% | 1.73% | 1.73% |
| Micron TechMU | 4.23% | 1.56% | 1.56% |
| Amazon.COM Inc.AMZN | 1.55% | 3.66% | 1.55% |
| ELI Lilly & CoLLY | 2.52% | 1.32% | 1.32% |
| ADV Micro DeviceAMD | 2.48% | 1.19% | 1.19% |
| VISA Inc.-Class aV | 1.23% | 0.74% | 0.74% |
| LAM ResearchLRCX | 2.22% | 0.59% | 0.59% |
| Costco WholesaleCOST | 0.83% | 0.55% | 0.55% |
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: FELG, SEC Form N-PORT, June 30, 2026; APUE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FELG | APUE |
|---|---|---|
| Envestnet Asset Management Inc. | $287.2M | $1.2B |
| MML Investors Services, LLC | $314.8M | $42.6M |
| LPL Financial LLC | $197.7M | $95.3M |
| Commonwealth Equity Services, LLC | $182.5M | $1.2M |
| Principal Securities, Inc. | $14.9M | $68.6M |
| Cetera Investment Advisers | $55.9M | $22.4M |
| Osaic Holdings, Inc. | $37.4M | $18.7M |
| Cambridge Investment Research Advisors, Inc. | $46.2M | $1.8M |
| B. Riley Wealth Advisors, Inc. | $7.7M | $23.4M |
| JPMorgan Chase & Co | $24.3M | $613K |
| &Partners | $634K | $20.6M |
| Integrated Wealth Concepts LLC | $14.1M | $13K |
| Farther Finance Advisors, LLC | $5.5M | $5.3M |
| Merit Financial Group, LLC | $5.4M | $585K |
| Citadel Advisors LLC | $3.7M | $1.9M |
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: FELG institutional holders, APUE institutional holders.
Frequently asked questions
How much do FELG and APUE overlap?
49.0% by weight, with 98 holdings in common, using holdings for FELG as of June 30, 2026 and APUE as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both FELG and APUE?
33 Form 13F filers report positions in both, out of 274 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%.