SECT vs FV overlap
SECT and FV 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: SECT, SEC Form N-PORT, July 31, 2026; FV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SECT | FV |
|---|---|---|
| LPL Financial LLC | $409.9M | $250.3M |
| Osaic Holdings, Inc. | $446.3M | $49.1M |
| Morgan Stanley | $316K | $419.5M |
| Wells Fargo & Company | $375K | $184.3M |
| Commonwealth Equity Services, LLC | $1.7M | $132.5M |
| Raymond James Financial Inc. | $526K | $128.7M |
| Envestnet Asset Management Inc. | $100.1M | $27.5M |
| UBS Group AG | $317K | $91.1M |
| Cambridge Investment Research Advisors, Inc. | $11.3M | $72.5M |
| Royal Bank of Canada | $307K | $56.3M |
| Cetera Investment Advisers | $25.0M | $30.6M |
| CreativeOne Wealth, LLC | $46.7M | $227K |
| Madrona Financial Services, LLC | $18.8M | $19.3M |
| Geneos Wealth Management Inc. | $5.6M | $18.9M |
| Mutual Advisors, LLC | $17.8M | $3.7M |
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: SECT institutional holders, FV institutional holders.
Frequently asked questions
How much do SECT and FV overlap?
0.0% by weight, with 0 holdings in common, using holdings for SECT as of July 31, 2026 and FV as of June 30, 2026.
Do institutions hold both SECT and FV?
62 Form 13F filers report positions in both, out of 418 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%.