SEIV vs FTC overlap
SEIV and FTC overlap 8.2% by weight, across 17 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SEIV | FTC | Overlap |
|---|---|---|---|
| DELL Techn-CDELL | 1.24% | 0.92% | 0.92% |
| F5 Inc.FFIV | 0.79% | 0.75% | 0.75% |
| Incyte Corp.INCY | 0.71% | 1.03% | 0.71% |
| Micron TechMU | 3.14% | 0.69% | 0.69% |
| Apple Inc.AAPL | 2.85% | 0.61% | 0.61% |
| Ford Motor CoF | 1.82% | 0.60% | 0.60% |
| Nvidia Corp.NVDA | 3.57% | 0.57% | 0.57% |
| Cardinal HealthCAH | 2.48% | 0.55% | 0.55% |
| Tenet HealthcareTHC | 0.98% | 0.53% | 0.53% |
| Qualcomm Inc.QCOM | 1.46% | 0.45% | 0.45% |
| Amazon.COM Inc.AMZN | 0.38% | 0.65% | 0.38% |
| Carnival Corp. LTCCL | 0.95% | 0.38% | 0.38% |
| Newmont Corp.NEM | 0.36% | 0.57% | 0.36% |
| ZOOM CommunicatiZM | 0.67% | 0.21% | 0.21% |
| HCA Healthcare IHCA | 0.86% | 0.20% | 0.20% |
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; FTC, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SEIV | FTC |
|---|---|---|
| LPL Financial LLC | $1.1M | $129.7M |
| Wells Fargo & Company | $71K | $65.6M |
| Cambridge Investment Research Advisors, Inc. | $10.5M | $27.6M |
| Envestnet Asset Management Inc. | $14.4M | $7.0M |
| Cetera Investment Advisers | $277K | $18.5M |
| Truist Financial Corp. | $13.5M | $2.6M |
| Royal Bank of Canada | $304K | $13.2M |
| Merit Financial Group, LLC | $11.7M | $418K |
| Harbour Investments, Inc. | $147K | $9.1M |
| Osaic Holdings, Inc. | $2.1M | $5.8M |
| Wealth Enhancement Advisory Services, LLC | $4.8M | $691K |
| Jones Financial Companies LLLP | $12K | $5.0M |
| NewEdge Advisors, LLC | $2.6M | $1.4M |
| Global Retirement Partners, LLC | $3.5M | $220K |
| IFP Advisors, Inc | $12K | $3.6M |
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, FTC institutional holders.
Frequently asked questions
How much do SEIV and FTC overlap?
8.2% by weight, with 17 holdings in common, using holdings for SEIV as of June 30, 2026 and FTC as of July 31, 2026. The largest shared position is DELL.
Do institutions hold both SEIV and FTC?
33 Form 13F filers report positions in both, out of 267 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%.