FTC vs EPS overlap
FTC and EPS overlap 28.2% by weight, across 173 shared holdings.
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Top shared holdings
| Holding | FTC | EPS | Overlap |
|---|---|---|---|
| Alphabet Inc.-aGOOGL | 0.78% | 6.22% | 0.78% |
| Cisco SystemsCSCO | 0.77% | 0.90% | 0.77% |
| ELI Lilly & CoLLY | 0.75% | 1.02% | 0.75% |
| ADV Micro DeviceAMD | 0.80% | 0.70% | 0.70% |
| Micron TechMU | 0.69% | 1.86% | 0.69% |
| DELL Techn-CDELL | 0.92% | 0.67% | 0.67% |
| Goldman Sachs GPGS | 0.79% | 0.66% | 0.66% |
| Amazon.COM Inc.AMZN | 0.65% | 5.70% | 0.65% |
| Morgan StanleyMS | 0.98% | 0.63% | 0.63% |
| Apple Inc.AAPL | 0.61% | 5.08% | 0.61% |
| Broadcom Inc.AVGO | 0.59% | 1.54% | 0.59% |
| Merck & CoMRK | 0.58% | 0.94% | 0.58% |
| Johnson&JohnsonJNJ | 0.57% | 1.25% | 0.57% |
| Nvidia Corp.NVDA | 0.57% | 7.09% | 0.57% |
| Applied MaterialAMAT | 0.55% | 0.84% | 0.55% |
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: FTC, SEC Form N-PORT, July 31, 2026; EPS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FTC | EPS |
|---|---|---|
| LPL Financial LLC | $129.7M | $127.5M |
| Morgan Stanley | $138.9M | $72.3M |
| Cetera Investment Advisers | $18.5M | $53.5M |
| Wells Fargo & Company | $65.6M | $5.9M |
| Private Advisor Group, LLC | $3.7M | $51.7M |
| UBS Group AG | $43.7M | $7.0M |
| Bank of America Corp. | $26.2M | $13.6M |
| Raymond James Financial Inc. | $32.8M | $3.4M |
| Kestra Advisory Services, LLC | $2.0M | $29.7M |
| Commonwealth Equity Services, LLC | $29.4M | $796K |
| Cambridge Investment Research Advisors, Inc. | $27.6M | $578K |
| Northwestern Mutual Wealth Management Co | $7.3M | $15.5M |
| Royal Bank of Canada | $13.2M | $2.4M |
| Harbour Investments, Inc. | $9.1M | $6.1M |
| Stifel Financial Corp. | $14.1M | $642K |
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: FTC institutional holders, EPS institutional holders.
Frequently asked questions
How much do FTC and EPS overlap?
28.2% by weight, with 173 holdings in common, using holdings for FTC as of July 31, 2026 and EPS as of June 30, 2026. The largest shared position is GOOGL.
Do institutions hold both FTC and EPS?
73 Form 13F filers report positions in both, out of 325 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%.