FXN vs ENFR overlap
FXN and ENFR overlap 8.5% by weight, across 7 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (FXN: July 31, 2026, ENFR: 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 | FXN | ENFR | Overlap |
|---|---|---|---|
| Oneok Inc.OKE | 2.39% | 4.89% | 2.39% |
| Targa ResourcesTRGP | 1.54% | 5.30% | 1.54% |
| Kinder Morgan inKMI | 1.53% | 4.60% | 1.53% |
| Cheniere EnergyLNG | 0.84% | 4.38% | 0.84% |
| Antero MidstreamAM | 0.74% | 3.43% | 0.74% |
| Williams COS Inc.WMB | 0.73% | 6.06% | 0.73% |
| DT MidstreamDTM | 0.72% | 5.10% | 0.72% |
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: FXN, SEC Form N-PORT, July 31, 2026; ENFR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FXN | ENFR |
|---|---|---|
| Morgan Stanley | $31.8M | $19.1M |
| Wells Fargo & Company | $30.0M | $14.8M |
| Raymond James Financial Inc. | $16.7M | $22.3M |
| LPL Financial LLC | $23.8M | $14.8M |
| Bank of America Corp. | $5.0M | $7.3M |
| Goldman Sachs Group Inc. | $4.1M | $7.7M |
| Summit Financial, LLC | $10.5M | $748K |
| Royal Bank of Canada | $10.4M | $340K |
| HighTower Advisors, LLC | $2.3M | $8.1M |
| Cambridge Investment Research Advisors, Inc. | $6.1M | $3.5M |
| UBS Group AG | $6.6M | $2.9M |
| Osaic Holdings, Inc. | $2.4M | $4.4M |
| Stifel Financial Corp. | $2.7M | $3.7M |
| Cetera Investment Advisers | $2.3M | $3.3M |
| Envestnet Asset Management Inc. | $1.4M | $3.7M |
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: FXN institutional holders, ENFR institutional holders.
Frequently asked questions
How much do FXN and ENFR overlap?
8.5% by weight, with 7 holdings in common, using holdings for FXN as of July 31, 2026 and ENFR as of May 31, 2026. The largest shared position is OKE.
Do institutions hold both FXN and ENFR?
45 Form 13F filers report positions in both, out of 216 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%.