SEIM vs FEX overlap
SEIM and FEX overlap 13.1% by weight, across 51 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SEIM | FEX | Overlap |
|---|---|---|---|
| EBAY Inc.EBAY | 2.02% | 0.46% | 0.46% |
| Interactive BROKIBKR | 0.56% | 0.45% | 0.45% |
| DELL Techn-CDELL | 2.28% | 0.42% | 0.42% |
| Western DigitalWDC | 0.75% | 0.38% | 0.38% |
| Arista NetworksANET | 0.47% | 0.38% | 0.38% |
| Woodward Inc.WWD | 1.70% | 0.38% | 0.38% |
| Howmet AerospaceHWM | 1.10% | 0.38% | 0.38% |
| Goldman Sachs GPGS | 0.62% | 0.36% | 0.36% |
| Monster BeverageMNST | 1.18% | 0.36% | 0.36% |
| Alphabet Inc.-aGOOGL | 7.00% | 0.36% | 0.36% |
| Cisco SystemsCSCO | 1.81% | 0.36% | 0.36% |
| Fedex Corp.FDX | 1.58% | 0.35% | 0.35% |
| Ciena Corp.CIEN | 2.31% | 0.35% | 0.35% |
| Caterpillar Inc.CAT | 2.31% | 0.34% | 0.34% |
| Curtiss-WrightCW | 0.94% | 0.34% | 0.34% |
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: SEIM, SEC Form N-PORT, June 30, 2026; FEX, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SEIM | FEX |
|---|---|---|
| Morgan Stanley | $338K | $148.9M |
| LPL Financial LLC | $1.2M | $108.9M |
| Wells Fargo & Company | $75K | $67.0M |
| Merit Financial Group, LLC | $36.7M | $453K |
| Truist Financial Corp. | $13.9M | $22.0M |
| Envestnet Asset Management Inc. | $14.8M | $12.1M |
| Royal Bank of Canada | $435K | $26.0M |
| UBS Group AG | $319K | $25.8M |
| Osaic Holdings, Inc. | $874K | $24.5M |
| Cambridge Investment Research Advisors, Inc. | $3.3M | $16.7M |
| Cetera Investment Advisers | $828K | $16.9M |
| Wealth Enhancement Advisory Services, LLC | $4.6M | $6.7M |
| Susquehanna International Group, LLP | $251K | $8.3M |
| Ameritas Advisory Services, LLC | $12K | $8.4M |
| Northwestern Mutual Wealth Management Co | $122K | $6.5M |
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: SEIM institutional holders, FEX institutional holders.
Frequently asked questions
How much do SEIM and FEX overlap?
13.1% by weight, with 51 holdings in common, using holdings for SEIM as of June 30, 2026 and FEX as of July 31, 2026. The largest shared position is EBAY.
Do institutions hold both SEIM and FEX?
39 Form 13F filers report positions in both, out of 276 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%.