FENY vs BLOK overlap
FENY and BLOK 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: FENY, SEC Form N-PORT, July 31, 2026; BLOK, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FENY | BLOK |
|---|---|---|
| Coppell Advisory Solutions LLC | $479K | $122.5M |
| Morgan Stanley | $8.1M | $105.3M |
| LPL Financial LLC | $29.3M | $52.8M |
| Envestnet Asset Management Inc. | $44.8M | $11.9M |
| Lido Advisors, LLC | $50.2M | $267K |
| Commonwealth Equity Services, LLC | $34.2M | $5.6M |
| HighTower Advisors, LLC | $28.8M | $10.2M |
| Wells Fargo & Company | $7.2M | $30.9M |
| Northwestern Mutual Wealth Management Co | $27.6M | $4.7M |
| Cetera Investment Advisers | $17.9M | $9.7M |
| Cambridge Investment Research Advisors, Inc. | $7.2M | $7.7M |
| Royal Bank of Canada | $1.7M | $9.2M |
| Bank of New York Mellon Corp | $6.9M | $1.4M |
| Osaic Holdings, Inc. | $6.9M | $711K |
| Kestra Advisory Services, LLC | $5.9M | $1.2M |
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: FENY institutional holders, BLOK institutional holders.
Frequently asked questions
How much do FENY and BLOK overlap?
0.0% by weight, with 0 holdings in common, using holdings for FENY as of July 31, 2026 and BLOK as of June 30, 2026.
Do institutions hold both FENY and BLOK?
89 Form 13F filers report positions in both, out of 434 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%.