ICSH vs FPE overlap
ICSH and FPE 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: ICSH, SEC Form N-PORT, July 31, 2026; FPE, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | ICSH | FPE |
|---|---|---|
| Morgan Stanley | $3.4M | $957.6M |
| LPL Financial LLC | $193.5M | $331.0M |
| Royal Bank of Canada | $94.3M | $350.2M |
| UBS Group AG | $215.8M | $163.1M |
| Bank of America Corp. | $197.6M | $162.4M |
| Wells Fargo & Company | $307K | $327.6M |
| Raymond James Financial Inc. | $69.7M | $178.9M |
| FMR LLC | $243.5M | $38K |
| Wealth Enhancement Advisory Services, LLC | $98.0M | $5.0M |
| Cambridge Investment Research Advisors, Inc. | $57.9M | $37.9M |
| Envestnet Asset Management Inc. | $42.5M | $45.0M |
| Osaic Holdings, Inc. | $46.1M | $39.6M |
| Cetera Investment Advisers | $27.1M | $58.6M |
| Stifel Financial Corp. | $38.3M | $46.6M |
| HighTower Advisors, LLC | $22.0M | $62.1M |
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: ICSH institutional holders, FPE institutional holders.
Frequently asked questions
How much do ICSH and FPE overlap?
0.0% by weight, with 0 holdings in common, using holdings for ICSH as of July 31, 2026 and FPE as of July 31, 2026.
Do institutions hold both ICSH and FPE?
153 Form 13F filers report positions in both, out of 865 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%.