SHV vs FSEC overlap
SHV and FSEC 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: SHV, SEC Form N-PORT, May 31, 2026; FSEC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SHV | FSEC |
|---|---|---|
| FMR LLC | $178K | $9.6B |
| Morgan Stanley | $597.6M | $466 |
| LPL Financial LLC | $434.2M | $942K |
| Bank of America Corp. | $353.0M | $287K |
| Raymond James Financial Inc. | $159.5M | $231K |
| JPMorgan Chase & Co | $152.4M | $4.5M |
| Wealth Enhancement Advisory Services, LLC | $122.3M | $3.0M |
| Envestnet Asset Management Inc. | $112.5M | $6.0M |
| Cetera Investment Advisers | $58.4M | $20.6M |
| Focus Partners Wealth | $26.6M | $732K |
| Mariner, LLC | $21.7M | $407K |
| Farther Finance Advisors, LLC | $20.2M | $79K |
| Northwestern Mutual Wealth Management Co | $18.8M | $250K |
| Creative Planning | $13.7M | $1.1M |
| Integrated Wealth Concepts LLC | $12.0M | $14K |
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: SHV institutional holders, FSEC institutional holders.
Frequently asked questions
How much do SHV and FSEC overlap?
0.0% by weight, with 0 holdings in common, using holdings for SHV as of May 31, 2026 and FSEC as of May 31, 2026.
Do institutions hold both SHV and FSEC?
37 Form 13F filers report positions in both, out of 737 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%.