FXR vs CNEQ overlap
FXR and CNEQ overlap 0.8% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | FXR | CNEQ | Overlap |
|---|---|---|---|
| GE Vernova Inc.GEV | 0.76% | 3.05% | 0.76% |
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: FXR, SEC Form N-PORT, July 31, 2026; CNEQ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FXR | CNEQ |
|---|---|---|
| LPL Financial LLC | $44.4M | $82.2M |
| Wells Fargo & Company | $72.6M | $35.7M |
| Raymond James Financial Inc. | $48.6M | $40.6M |
| Morgan Stanley | $76.2M | $268K |
| Bank of America Corp. | $32.1M | $805K |
| Envestnet Asset Management Inc. | $18.5M | $9.0M |
| Truist Financial Corp. | $14.2M | $13.0M |
| UBS Group AG | $18.3M | $16K |
| Commonwealth Equity Services, LLC | $4.4M | $10.3M |
| Janney Montgomery Scott LLC | $10.7M | $3.0M |
| Stifel Financial Corp. | $7.2M | $5.7M |
| NewEdge Advisors, LLC | $3.0M | $7.0M |
| Susquehanna International Group, LLP | $4.8M | $4.1M |
| Cambridge Investment Research Advisors, Inc. | $8.2M | $422K |
| HighTower Advisors, LLC | $1.3M | $4.7M |
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: FXR institutional holders, CNEQ institutional holders.
Frequently asked questions
How much do FXR and CNEQ overlap?
0.8% by weight, with 1 holdings in common, using holdings for FXR as of July 31, 2026 and CNEQ as of June 30, 2026. The largest shared position is GEV.
Do institutions hold both FXR and CNEQ?
45 Form 13F filers report positions in both, out of 225 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%.