FEX vs EPS overlap
FEX and EPS overlap 36.1% by weight, across 337 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | FEX | EPS | Overlap |
|---|---|---|---|
| Verizon CommunicVZ | 0.50% | 0.71% | 0.50% |
| Pfizer Inc.PFE | 0.47% | 0.59% | 0.47% |
| Berkshire HATH-BBRK/B | 0.46% | 1.70% | 0.46% |
| Morgan StanleyMS | 0.45% | 0.63% | 0.45% |
| Chevron Corp.CVX | 0.43% | 0.53% | 0.43% |
| At&T Inc.T | 0.51% | 0.43% | 0.43% |
| DELL Techn-CDELL | 0.42% | 0.67% | 0.42% |
| Exxon Mobil Corp.XOM | 0.41% | 1.21% | 0.41% |
| Comcast Corp.-aCMCSA | 0.44% | 0.40% | 0.40% |
| Seagate TechnoloSTX | 0.40% | 0.44% | 0.40% |
| Western DigitalWDC | 0.38% | 0.52% | 0.38% |
| Wells Fargo & CoWFC | 0.38% | 0.64% | 0.38% |
| ADV Micro DeviceAMD | 0.37% | 0.70% | 0.37% |
| Chubb Ltd.CB | 0.37% | 0.36% | 0.36% |
| Goldman Sachs GPGS | 0.36% | 0.66% | 0.36% |
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: FEX, SEC Form N-PORT, July 31, 2026; EPS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FEX | EPS |
|---|---|---|
| LPL Financial LLC | $108.9M | $127.5M |
| Morgan Stanley | $148.9M | $72.3M |
| Wells Fargo & Company | $67.0M | $5.9M |
| Cetera Investment Advisers | $16.9M | $53.5M |
| Private Advisor Group, LLC | $18.3M | $51.7M |
| Bank of America Corp. | $31.5M | $13.6M |
| Integrity Alliance, LLC. | $333K | $43.8M |
| Raymond James Financial Inc. | $37.5M | $3.4M |
| WealthPlan Investment Management, LLC | $723K | $40.2M |
| UBS Group AG | $25.8M | $7.0M |
| Kestra Advisory Services, LLC | $1.6M | $29.7M |
| Commonwealth Equity Services, LLC | $30.5M | $796K |
| Royal Bank of Canada | $26.0M | $2.4M |
| Osaic Holdings, Inc. | $24.5M | $1.6M |
| Truist Financial Corp. | $22.0M | $419K |
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: FEX institutional holders, EPS institutional holders.
Frequently asked questions
How much do FEX and EPS overlap?
36.1% by weight, with 337 holdings in common, using holdings for FEX as of July 31, 2026 and EPS as of June 30, 2026. The largest shared position is VZ.
Do institutions hold both FEX and EPS?
79 Form 13F filers report positions in both, out of 337 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%.