FSIG vs APCB overlap
FSIG and APCB overlap 0.8% by weight, across 24 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (FSIG: July 31, 2026, APCB: 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 | FSIG | APCB | Overlap |
|---|---|---|---|
| Citigroup Inc. | 0.45% | 0.09% | 0.09% |
| Boeing CoBA | 0.43% | 0.06% | 0.06% |
| Iqvia Inc. | 0.74% | 0.06% | 0.06% |
| Goldman Sachs GPGS | 0.45% | 0.06% | 0.06% |
| Willis North AME | 0.45% | 0.06% | 0.06% |
| Centene Corp. | 0.13% | 0.05% | 0.05% |
| Jacobs Solutions | 0.26% | 0.05% | 0.05% |
| AON North AMER | 0.37% | 0.05% | 0.05% |
| JPMorgan Chase | 0.30% | 0.04% | 0.04% |
| CRED Agricole SA | 0.55% | 0.04% | 0.04% |
| Salesforce Inc.CRM | 0.50% | 0.04% | 0.04% |
| Quicken LoansRKT | 0.43% | 0.03% | 0.03% |
| Broadcom Inc. | 0.23% | 0.03% | 0.03% |
| Bank of AMER CRPBAC | 0.36% | 0.03% | 0.03% |
| Oracle Corp. | 0.14% | 0.03% | 0.03% |
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: FSIG, SEC Form N-PORT, July 31, 2026; APCB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FSIG | APCB |
|---|---|---|
| Envestnet Portfolio Solutions, Inc. | $5.7M | $455.2M |
| Envestnet Asset Management Inc. | $37.2M | $421.2M |
| Morgan Stanley | $233.7M | $37K |
| LPL Financial LLC | $158.8M | $36.4M |
| Cetera Investment Advisers | $16.9M | $9.3M |
| Osaic Holdings, Inc. | $18.9M | $6.3M |
| Susquehanna International Group, LLP | $17.8M | $1.4M |
| Cambridge Investment Research Advisors, Inc. | $18.0M | $476K |
| MML Investors Services, LLC | $2.1M | $14.4M |
| Citadel Advisors LLC | $10.6M | $1.9M |
| &Partners | $4.9M | $6.3M |
| NewEdge Advisors, LLC | $7.1M | $273K |
| Spire Wealth Management | $479K | $6.0M |
| Park Avenue Securities LLC | $2.4M | $2.8M |
| Commonwealth Equity Services, LLC | $4.4M | $302K |
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: FSIG institutional holders, APCB institutional holders.
Frequently asked questions
How much do FSIG and APCB overlap?
0.8% by weight, with 24 holdings in common, using holdings for FSIG as of July 31, 2026 and APCB as of May 31, 2026. The largest shared position is CITIGROUP INC.
Do institutions hold both FSIG and APCB?
24 Form 13F filers report positions in both, out of 180 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%.