FXD vs CHPX overlap
FXD and CHPX overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (FXD: July 31, 2026, CHPX: 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
These funds hold nothing in common.
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: FXD, SEC Form N-PORT, July 31, 2026; CHPX, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FXD | CHPX |
|---|---|---|
| Envestnet Asset Management Inc. | $1.4M | $36.2M |
| Morgan Stanley | $34.4M | $5K |
| Raymond James Financial Inc. | $10.2M | $13.9M |
| Goldman Sachs Group Inc. | $3.7M | $13.6M |
| LPL Financial LLC | $9.7M | $4.7M |
| Janney Montgomery Scott LLC | $5.2M | $4.7M |
| Bank of America Corp. | $8.3M | $491K |
| Jane Street Group, LLC | $419K | $6.3M |
| &Partners | $298K | $5.4M |
| Royal Bank of Canada | $1.7M | $2.9M |
| Truist Financial Corp. | $3.3M | $952K |
| Citadel Advisors LLC | $902K | $1.9M |
| Cambridge Investment Research Advisors, Inc. | $1.5M | $1.1M |
| UBS Group AG | $2.3M | $69K |
| Summit Financial, LLC | $853K | $1.1M |
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: FXD institutional holders, CHPX institutional holders.
Frequently asked questions
How much do FXD and CHPX overlap?
0.0% by weight, with 0 holdings in common, using holdings for FXD as of July 31, 2026 and CHPX as of May 31, 2026.
Do institutions hold both FXD and CHPX?
23 Form 13F filers report positions in both, out of 125 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%.