SEIV vs FEX overlap
SEIV and FEX overlap 13.3% by weight, across 49 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SEIV | FEX | Overlap |
|---|---|---|---|
| Cognizant Tech-aCTSH | 0.64% | 0.64% | 0.64% |
| At&T Inc.T | 1.48% | 0.51% | 0.51% |
| Verizon CommunicVZ | 2.06% | 0.50% | 0.50% |
| Devon Energy CoDVN | 1.46% | 0.49% | 0.49% |
| Pfizer Inc.PFE | 0.66% | 0.47% | 0.47% |
| PG&E Corp.PCG | 1.06% | 0.46% | 0.46% |
| Synchrony FinancSYF | 1.93% | 0.45% | 0.45% |
| Edison IntlEIX | 2.07% | 0.44% | 0.44% |
| DELL Techn-CDELL | 1.24% | 0.42% | 0.42% |
| General Motors CGM | 2.26% | 0.41% | 0.41% |
| Incyte Corp.INCY | 0.71% | 0.38% | 0.38% |
| CONS Edison Inc.ED | 0.64% | 0.35% | 0.35% |
| Exelon Corp.EXC | 1.74% | 0.35% | 0.35% |
| F5 Inc.FFIV | 0.79% | 0.35% | 0.35% |
| Delta Air LIDAL | 0.86% | 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: SEIV, SEC Form N-PORT, June 30, 2026; FEX, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SEIV | FEX |
|---|---|---|
| LPL Financial LLC | $1.1M | $108.9M |
| Wells Fargo & Company | $71K | $67.0M |
| Truist Financial Corp. | $13.5M | $22.0M |
| Cambridge Investment Research Advisors, Inc. | $10.5M | $16.7M |
| Osaic Holdings, Inc. | $2.1M | $24.5M |
| Envestnet Asset Management Inc. | $14.4M | $12.1M |
| Royal Bank of Canada | $304K | $26.0M |
| Cetera Investment Advisers | $277K | $16.9M |
| Merit Financial Group, LLC | $11.7M | $453K |
| Wealth Enhancement Advisory Services, LLC | $4.8M | $6.7M |
| Susquehanna International Group, LLP | $419K | $8.3M |
| Ameritas Advisory Services, LLC | $720 | $8.4M |
| Goldman Sachs Group Inc. | $1.3M | $5.9M |
| Global Retirement Partners, LLC | $3.5M | $20K |
| NewEdge Advisors, LLC | $2.6M | $768K |
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: SEIV institutional holders, FEX institutional holders.
Frequently asked questions
How much do SEIV and FEX overlap?
13.3% by weight, with 49 holdings in common, using holdings for SEIV as of June 30, 2026 and FEX as of July 31, 2026. The largest shared position is CTSH.
Do institutions hold both SEIV and FEX?
38 Form 13F filers report positions in both, out of 280 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%.