FELV vs EUSA overlap
FELV and EUSA overlap 31.2% by weight, across 225 shared holdings.
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Top shared holdings
| Holding | FELV | EUSA | Overlap |
|---|---|---|---|
| Intel Corp.INTC | 1.77% | 0.44% | 0.44% |
| Hewlett PackaHPE | 0.55% | 0.35% | 0.35% |
| Western DigitalWDC | 0.41% | 0.33% | 0.33% |
| Cisco SystemsCSCO | 1.23% | 0.28% | 0.28% |
| Keysight TECKEYS | 0.50% | 0.26% | 0.26% |
| Illumina Inc.ILMN | 0.42% | 0.25% | 0.25% |
| Nucor Corp.NUE | 0.60% | 0.24% | 0.24% |
| Texas InstrumentTXN | 0.38% | 0.24% | 0.24% |
| Amazon.COM Inc.AMZN | 5.15% | 0.24% | 0.24% |
| Broadcom Inc.AVGO | 0.37% | 0.24% | 0.24% |
| Unitedhealth GRPUNH | 1.18% | 0.23% | 0.23% |
| Applied MaterialAMAT | 0.65% | 0.22% | 0.22% |
| Fortinet Inc.FTNT | 0.22% | 0.30% | 0.22% |
| Ford Motor CoF | 0.39% | 0.22% | 0.22% |
| Occidental PeteOXY | 0.25% | 0.22% | 0.22% |
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: FELV, SEC Form N-PORT, June 30, 2026; EUSA, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FELV | EUSA |
|---|---|---|
| FMR LLC | $668.0M | $3.1M |
| Stifel Financial Corp. | $373K | $253.8M |
| Bank of America Corp. | $398K | $122.0M |
| Commonwealth Equity Services, LLC | $106.4M | $7.7M |
| LPL Financial LLC | $39.5M | $39.8M |
| Citigroup Inc. | $72.2M | $2K |
| Morgan Stanley | $14.9M | $36.9M |
| Envestnet Asset Management Inc. | $3.8M | $34.8M |
| Cetera Investment Advisers | $11.3M | $20.5M |
| Northwestern Mutual Wealth Management Co | $936K | $28.9M |
| Wells Fargo & Company | $5.2M | $19.9M |
| Osaic Holdings, Inc. | $23.2M | $1.6M |
| Raymond James Financial Inc. | $14.6M | $495K |
| Cambridge Investment Research Advisors, Inc. | $11.1M | $1.3M |
| Kestra Advisory Services, LLC | $11.2M | $233K |
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: FELV institutional holders, EUSA institutional holders.
Frequently asked questions
How much do FELV and EUSA overlap?
31.2% by weight, with 225 holdings in common, using holdings for FELV as of June 30, 2026 and EUSA as of May 31, 2026. The largest shared position is INTC.
Do institutions hold both FELV and EUSA?
51 Form 13F filers report positions in both, out of 289 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%.