MXI vs FAN overlap
MXI and FAN overlap 0.3% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | MXI | FAN | Overlap |
|---|---|---|---|
| Toray Industries3402 | 0.35% | 1.60% | 0.35% |
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: MXI, SEC Form N-PORT, June 30, 2026; FAN, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | MXI | FAN |
|---|---|---|
| Morgan Stanley | $15.5M | $25.0M |
| Wells Fargo & Company | $6.7M | $9.7M |
| LPL Financial LLC | $6.8M | $8.7M |
| Bank of America Corp. | $9.1M | $5.0M |
| UBS Group AG | $2.6M | $9.9M |
| Susquehanna International Group, LLP | $4.3M | $855K |
| Royal Bank of Canada | $929K | $4.1M |
| Raymond James Financial Inc. | $540K | $2.2M |
| Commonwealth Equity Services, LLC | $324K | $1.8M |
| Federation des caisses Desjardins du Quebec | $1.9M | $11K |
| National Bank of Canada | $1.8M | $64K |
| Envestnet Asset Management Inc. | $606K | $1.2M |
| Equitable Holdings, Inc. | $1.5M | $254K |
| Ameriprise Financial Inc. | $1.2M | $257K |
| NewEdge Advisors, LLC | $5K | $1.4M |
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: MXI institutional holders, FAN institutional holders.
Frequently asked questions
How much do MXI and FAN overlap?
0.3% by weight, with 1 holdings in common, using holdings for MXI as of June 30, 2026 and FAN as of June 30, 2026. The largest shared position is 3402.
Do institutions hold both MXI and FAN?
42 Form 13F filers report positions in both, out of 176 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%.