MISL vs FENY overlap
MISL and FENY 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: MISL, SEC Form N-PORT, June 30, 2026; FENY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | MISL | FENY |
|---|---|---|
| LPL Financial LLC | $49.0M | $29.3M |
| Envestnet Asset Management Inc. | $7.4M | $44.8M |
| Raymond James Financial Inc. | $38.4M | $1.9M |
| Wells Fargo & Company | $31.3M | $7.2M |
| Commonwealth Equity Services, LLC | $3.8M | $34.2M |
| HighTower Advisors, LLC | $256K | $28.8M |
| Northwestern Mutual Wealth Management Co | $31K | $27.6M |
| Cetera Investment Advisers | $6.7M | $17.9M |
| Kestra Advisory Services, LLC | $15.6M | $5.9M |
| Cambridge Investment Research Advisors, Inc. | $11.8M | $7.2M |
| Morgan Stanley | $10.8M | $8.1M |
| Osaic Holdings, Inc. | $9.9M | $6.9M |
| Stifel Financial Corp. | $9.1M | $3.4M |
| D.A. Davidson & Co. | $9.4M | $558K |
| NewEdge Advisors, LLC | $3.2M | $3.2M |
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: MISL institutional holders, FENY institutional holders.
Frequently asked questions
How much do MISL and FENY overlap?
0.0% by weight, with 0 holdings in common, using holdings for MISL as of June 30, 2026 and FENY as of July 31, 2026.
Do institutions hold both MISL and FENY?
55 Form 13F filers report positions in both, out of 321 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%.