FPE vs EAGG overlap
FPE and EAGG overlap 0.0% by weight, across 6 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (FPE: July 31, 2026, EAGG: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | FPE | EAGG | Overlap |
|---|---|---|---|
| Eversource Energ | 0.15% | 0.01% | 0.01% |
| Eversource EnergES | 0.43% | 0.01% | 0.01% |
| Nisource Inc. | 0.35% | 0.01% | 0.01% |
| Spire Inc.SR | 0.29% | 0.01% | 0.01% |
| Metlife Inc. | 0.10% | 0.00% | 0.00% |
| Nextera Energy | 0.57% | 0.00% | 0.00% |
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: FPE, SEC Form N-PORT, July 31, 2026; EAGG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FPE | EAGG |
|---|---|---|
| Bank of America Corp. | $162.4M | $1.1B |
| Morgan Stanley | $957.6M | $8.4M |
| LPL Financial LLC | $331.0M | $150.9M |
| JPMorgan Chase & Co | $13.3M | $449.3M |
| Royal Bank of Canada | $350.2M | $9.0M |
| Wells Fargo & Company | $327.6M | $28.0M |
| Envestnet Asset Management Inc. | $45.0M | $256.6M |
| Raymond James Financial Inc. | $178.9M | $74.8M |
| Mercer Global Advisors Inc. | $8.8M | $201.4M |
| UBS Group AG | $163.1M | $19.2M |
| Northwestern Mutual Wealth Management Co | $27.7M | $109.3M |
| Ameriprise Financial Inc. | $93.8M | $35.2M |
| Cetera Investment Advisers | $58.6M | $29.6M |
| Commonwealth Equity Services, LLC | $23.3M | $47.2M |
| HighTower Advisors, LLC | $62.1M | $6.4M |
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: FPE institutional holders, EAGG institutional holders.
Frequently asked questions
How much do FPE and EAGG overlap?
0.0% by weight, with 6 holdings in common, using holdings for FPE as of July 31, 2026 and EAGG as of May 31, 2026. The largest shared position is EVERSOURCE ENERG.
Do institutions hold both FPE and EAGG?
142 Form 13F filers report positions in both, out of 802 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%.