NFLT vs EQL overlap
NFLT and EQL overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (NFLT: July 31, 2026, EQL: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: NFLT, SEC Form N-PORT, July 31, 2026; EQL, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | NFLT | EQL |
|---|---|---|
| Raymond James Financial Inc. | $24.1M | $51.8M |
| Morgan Stanley | $50 | $42.2M |
| LPL Financial LLC | $24.5M | $16.7M |
| Stifel Financial Corp. | $22.5M | $3.1M |
| Wells Fargo & Company | $14K | $20.4M |
| Cambridge Investment Research Advisors, Inc. | $13.0M | $1.1M |
| Osaic Holdings, Inc. | $9.6M | $3.1M |
| Royal Bank of Canada | $6.0M | $5.6M |
| Cetera Investment Advisers | $1.7M | $7.9M |
| Envestnet Asset Management Inc. | $7.8M | $1.1M |
| Commonwealth Equity Services, LLC | $3.3M | $5.2M |
| Ritholtz Wealth Management | $3.8M | $293K |
| Private Advisor Group, LLC | $2.6M | $639K |
| JPMorgan Chase & Co | $1.5M | $189K |
| NewEdge Advisors, LLC | $1.4M | $6K |
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: NFLT institutional holders, EQL institutional holders.
Frequently asked questions
How much do NFLT and EQL overlap?
0.0% by weight, with 0 holdings in common, using holdings for NFLT as of July 31, 2026 and EQL as of May 31, 2026.
Do institutions hold both NFLT and EQL?
18 Form 13F filers report positions in both, out of 122 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%.