HISF vs FCVT overlap
HISF and FCVT overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: HISF, SEC Form N-PORT, July 31, 2026; FCVT, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | HISF | FCVT |
|---|---|---|
| Geneos Wealth Management Inc. | $32.2M | $35K |
| LPL Financial LLC | $11.9M | $13.6M |
| Royal Bank of Canada | $6.7M | $3.2M |
| Osaic Holdings, Inc. | $350K | $9.5M |
| Raymond James Financial Inc. | $2.2M | $6.9M |
| Cambridge Investment Research Advisors, Inc. | $4.1M | $2.7M |
| Proactive Wealth Strategies LLC | $764K | $4.4M |
| Envestnet Asset Management Inc. | $3.3M | $789K |
| Cetera Investment Advisers | $2.1M | $1.8M |
| Morgan Stanley | $50 | $3.1M |
| Jane Street Group, LLC | $356K | $1.2M |
| Prospera Financial Services Inc | $1.1M | $324K |
| Tidemark, LLC | $5K | $1.2M |
| Elevation Capital Advisory, LLC | $213K | $283K |
| Global Retirement Partners, LLC | $56K | $359K |
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: HISF institutional holders, FCVT institutional holders.
Frequently asked questions
How much do HISF and FCVT overlap?
0.0% by weight, with 0 holdings in common, using holdings for HISF as of July 31, 2026 and FCVT as of July 31, 2026.
Do institutions hold both HISF and FCVT?
20 Form 13F filers report positions in both, out of 79 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%.