ILCV vs FPX overlap
ILCV and FPX overlap 2.0% by weight, across 15 shared holdings.
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Top shared holdings
| Holding | ILCV | FPX | Overlap |
|---|---|---|---|
| Goldman Sachs GPGS | 0.89% | 1.60% | 0.89% |
| Sandisk Corp.SNDK | 0.27% | 10.36% | 0.27% |
| Fedex Corp.FDX | 0.20% | 1.78% | 0.20% |
| Warner Bros DISCWBD | 0.18% | 2.58% | 0.18% |
| Kenvue Inc.KVUE | 0.10% | 0.47% | 0.10% |
| Entergy Corp.ETR | 0.07% | 1.41% | 0.07% |
| Royalty Pharma-aRPRX | 0.06% | 1.25% | 0.06% |
| Revolution MedicRVMD | 0.06% | 0.26% | 0.06% |
| Dupont de NemourDD | 0.05% | 0.36% | 0.05% |
| Corpay Inc.CPAY | 0.04% | 0.63% | 0.04% |
| Fox Corp. - aFOXA | 0.03% | 0.28% | 0.03% |
| Roivant SciencesROIV | 0.03% | 0.49% | 0.03% |
| Coreweave I-CL aCRWV | 0.02% | 0.88% | 0.02% |
| Nextpower Inc.-aNXT | 0.02% | 1.15% | 0.02% |
| Rivian Automot-aRIVN | 0.02% | 0.70% | 0.02% |
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: ILCV, SEC Form N-PORT, July 31, 2026; FPX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | ILCV | FPX |
|---|---|---|
| Morgan Stanley | $34.5M | $146.1M |
| LPL Financial LLC | $41.0M | $90.7M |
| Bank of America Corp. | $65.5M | $43.6M |
| Wells Fargo & Company | $21.5M | $82.1M |
| Raymond James Financial Inc. | $48.5M | $42.2M |
| UBS Group AG | $43.4M | $27.8M |
| Cambridge Investment Research Advisors, Inc. | $18.2M | $36.4M |
| Royal Bank of Canada | $23.3M | $21.3M |
| Cetera Investment Advisers | $19.7M | $18.6M |
| Osaic Holdings, Inc. | $12.0M | $20.7M |
| JPMorgan Chase & Co | $31.2M | $91K |
| Ameriprise Financial Inc. | $12.3M | $18.6M |
| Commonwealth Equity Services, LLC | $11.8M | $16.7M |
| Systelligence, LLC | $2.2M | $21.2M |
| Wealth Enhancement Advisory Services, LLC | $14.3M | $2.9M |
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: ILCV institutional holders, FPX institutional holders.
Frequently asked questions
How much do ILCV and FPX overlap?
2.0% by weight, with 15 holdings in common, using holdings for ILCV as of July 31, 2026 and FPX as of June 30, 2026. The largest shared position is GS.
Do institutions hold both ILCV and FPX?
72 Form 13F filers report positions in both, out of 362 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%.