FENI vs CORO overlap
141 institutions report holding both FENI and CORO.
FENICORO
Pick 2 to 4 ETFs.
We don’t have holdings for CORO. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
141
institutions report holding both, of 695 holding any
FENI55.4% of its 13F dollars, 33.0% of its 427 holders
CORO74.4% of its 13F dollars, 34.5% of its 409 holders
Largest institutions holding both
| Firm | FENI | CORO |
|---|---|---|
| Envestnet Asset Management Inc. | $357.8M | $1.8B |
| LPL Financial LLC | $368.7M | $471.6M |
| JPMorgan Chase & Co | $12.8M | $653.6M |
| Northwestern Mutual Wealth Management Co | $506.6M | $6K |
| Commonwealth Equity Services, LLC | $269.2M | $98.6M |
| Morgan Stanley | $167.3M | $199.4M |
| Wells Fargo & Company | $352.5M | $10K |
| Osaic Holdings, Inc. | $318.8M | $3.6M |
| Cetera Investment Advisers | $192.3M | $107.9M |
| Raymond James Financial Inc. | $215.3M | $6.3M |
| OneDigital Investment Advisors LLC | $66.9M | $152.5M |
| Merit Financial Group, LLC | $3.2M | $210.2M |
| MML Investors Services, LLC | $43.9M | $141.2M |
| Envestnet Portfolio Solutions, Inc. | $24.0M | $153.7M |
| Kestra Advisory Services, LLC | $168.7M | $6.8M |
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: FENI institutional holders, CORO institutional holders.
Frequently asked questions
Do institutions hold both FENI and CORO?
141 Form 13F filers report positions in both, out of 695 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%.