FNY vs EES overlap
FNY and EES overlap 1.6% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | FNY | EES | Overlap |
|---|---|---|---|
| Enova InternatioENVA | 0.84% | 0.51% | 0.51% |
| Victoria's SecreVSCO | 0.84% | 0.41% | 0.41% |
| Vicor Corp.VICR | 0.43% | 0.38% | 0.38% |
| Century AluminumCENX | 0.46% | 0.26% | 0.26% |
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: FNY, SEC Form N-PORT, July 31, 2026; EES, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FNY | EES |
|---|---|---|
| LPL Financial LLC | $100.6M | $40.4M |
| Morgan Stanley | $53.8M | $50.4M |
| Wells Fargo & Company | $53.5M | $9.8M |
| UBS Group AG | $14.4M | $47.8M |
| Cetera Investment Advisers | $20.9M | $23.5M |
| &Partners | $22.6M | $2.7M |
| Raymond James Financial Inc. | $10.7M | $10.0M |
| Envestnet Asset Management Inc. | $12.6M | $5.2M |
| Royal Bank of Canada | $6.0M | $9.0M |
| Osaic Holdings, Inc. | $8.3M | $4.4M |
| Cambridge Investment Research Advisors, Inc. | $7.6M | $3.2M |
| Mariner, LLC | $629K | $7.3M |
| Private Advisor Group, LLC | $4.4M | $3.3M |
| Goldman Sachs Group Inc. | $5.5M | $1.0M |
| Citadel Advisors LLC | $3.9M | $2.2M |
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: FNY institutional holders, EES institutional holders.
Frequently asked questions
How much do FNY and EES overlap?
1.6% by weight, with 4 holdings in common, using holdings for FNY as of July 31, 2026 and EES as of June 30, 2026. The largest shared position is ENVA.
Do institutions hold both FNY and EES?
56 Form 13F filers report positions in both, out of 242 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%.