FEP vs EPU overlap
FEP and EPU 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: FEP, SEC Form N-PORT, June 30, 2026; EPU, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FEP | EPU |
|---|---|---|
| Bank of Nova Scotia | $11.4M | $242.3M |
| Morgan Stanley | $50.5M | $11.6M |
| LPL Financial LLC | $31.5M | $965K |
| UBS Group AG | $16.0M | $9.2M |
| Wells Fargo & Company | $13.7M | $5.6M |
| Envestnet Asset Management Inc. | $17.0M | $203K |
| Cetera Investment Advisers | $12.2M | $2.9M |
| Raymond James Financial Inc. | $6.5M | $4.2M |
| Advisory Services Network, LLC | $4.3M | $5.9M |
| Cambridge Investment Research Advisors, Inc. | $9.5M | $480K |
| Citadel Advisors LLC | $2.7M | $5.1M |
| Bank of America Corp. | $6.9M | $514K |
| IFP Advisors, Inc | $2.4M | $4.1M |
| Osaic Holdings, Inc. | $4.7M | $1.5M |
| Stifel Financial Corp. | $3.4M | $254K |
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: FEP institutional holders, EPU institutional holders.
Frequently asked questions
How much do FEP and EPU overlap?
0.0% by weight, with 0 holdings in common, using holdings for FEP as of June 30, 2026 and EPU as of May 31, 2026.
Do institutions hold both FEP and EPU?
27 Form 13F filers report positions in both, out of 178 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%.