LST vs FCTE overlap
LST and FCTE overlap 11.3% by weight, across 8 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | LST | FCTE | Overlap |
|---|---|---|---|
| Alphabet Inc.-aGOOGL | 2.21% | 4.99% | 2.21% |
| McKesson Corp.MCK | 1.57% | 5.02% | 1.57% |
| Jabil Inc.JBL | 1.56% | 5.04% | 1.56% |
| Microsoft Corp.MSFT | 1.51% | 5.02% | 1.51% |
| META Platforms-aMETA | 1.45% | 5.03% | 1.45% |
| LAM ResearchLRCX | 1.17% | 4.99% | 1.17% |
| Johnson&JohnsonJNJ | 1.05% | 4.94% | 1.05% |
| HCA Healthcare IHCA | 0.82% | 5.01% | 0.82% |
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: LST, SEC Form N-PORT, June 30, 2026; FCTE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | LST | FCTE |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $7.0M | $628K |
| GTS Securities LLC | $4.3M | $516K |
| IFP Advisors, Inc | $844K | $1.5M |
| JPMorgan Chase & Co | $46K | $43K |
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: LST institutional holders, FCTE institutional holders.
Frequently asked questions
How much do LST and FCTE overlap?
11.3% by weight, with 8 holdings in common, using holdings for LST as of June 30, 2026 and FCTE as of June 30, 2026. The largest shared position is GOOGL.
Do institutions hold both LST and FCTE?
4 Form 13F filers report positions in both, out of 46 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%.