SHOC vs FBCV overlap
SHOC and FBCV overlap 0.3% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SHOC | FBCV | Overlap |
|---|---|---|---|
| Analog DevicesADI | 2.99% | 0.32% | 0.32% |
| Micron TechMU | 13.81% | 0.01% | 0.01% |
| Qualcomm Inc.QCOM | 1.51% | 0.00% | 0.00% |
| Intel Corp.INTC | 4.53% | 0.00% | 0.00% |
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: SHOC, SEC Form N-PORT, June 30, 2026; FBCV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SHOC | FBCV |
|---|---|---|
| Commonwealth Equity Services, LLC | $717K | $16.7M |
| Cambridge Investment Research Advisors, Inc. | $9.1M | $911K |
| LPL Financial LLC | $5.1M | $879K |
| Morgan Stanley | $33K | $5.8M |
| Cetera Investment Advisers | $1.1M | $1.1M |
| HighTower Advisors, LLC | $1.7M | $469K |
| Citadel Advisors LLC | $1.0M | $399K |
| FMR LLC | $58K | $1.1M |
| Kestra Advisory Services, LLC | $437K | $646K |
| Osaic Holdings, Inc. | $716K | $79K |
| CoreCap Advisors, LLC | $6K | $485K |
| AE Wealth Management LLC | $146K | $69K |
| UBS Group AG | $75K | $24K |
| IFP Advisors, Inc | $44K | $4K |
| Allworth Financial LP | $25K | $8K |
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: SHOC institutional holders, FBCV institutional holders.
Frequently asked questions
How much do SHOC and FBCV overlap?
0.3% by weight, with 4 holdings in common, using holdings for SHOC as of June 30, 2026 and FBCV as of July 31, 2026. The largest shared position is ADI.
Do institutions hold both SHOC and FBCV?
16 Form 13F filers report positions in both, out of 75 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%.