LCAP vs FBT overlap
LCAP and FBT 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: LCAP, SEC Form N-PORT, June 30, 2026; FBT, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | LCAP | FBT |
|---|---|---|
| Envestnet Asset Management Inc. | $190.4M | $15.5M |
| Morgan Stanley | $1.3M | $135.2M |
| LPL Financial LLC | $890K | $64.1M |
| NewEdge Advisors, LLC | $9.0M | $16.5M |
| Ameriprise Financial Inc. | $2.2M | $18.7M |
| Integrated Wealth Concepts LLC | $16K | $7.2M |
| JPMorgan Chase & Co | $137K | $4.8M |
| Jane Street Group, LLC | $434K | $4.0M |
| Northwestern Mutual Wealth Management Co | $2K | $3.7M |
| Citigroup Inc. | $17K | $3.4M |
| CoreCap Advisors, LLC | $57K | $34K |
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: LCAP institutional holders, FBT institutional holders.
Frequently asked questions
How much do LCAP and FBT overlap?
0.0% by weight, with 0 holdings in common, using holdings for LCAP as of June 30, 2026 and FBT as of June 30, 2026.
Do institutions hold both LCAP and FBT?
11 Form 13F filers report positions in both, out of 347 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%.