SPLV vs FELC overlap
SPLV and FELC overlap 14.1% by weight, across 44 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SPLV | FELC | Overlap |
|---|---|---|---|
| Berkshire HATH-BBRK/B | 1.28% | 1.94% | 1.28% |
| Mastercard Inc.-aMA | 0.89% | 1.11% | 0.89% |
| JPMorgan ChaseJPM | 0.87% | 1.54% | 0.87% |
| Bank of AmericaBAC | 0.87% | 0.73% | 0.73% |
| Walmart Inc.WMT | 0.78% | 0.63% | 0.63% |
| Bank NY MellonBNY | 1.03% | 0.61% | 0.61% |
| Johnson&JohnsonJNJ | 1.15% | 0.57% | 0.57% |
| Chevron Corp.CVX | 0.88% | 0.56% | 0.56% |
| SempraSRE | 0.95% | 0.52% | 0.52% |
| VISA Inc.-Class aV | 0.90% | 0.51% | 0.51% |
| Ametek Inc.AME | 0.84% | 0.51% | 0.51% |
| At&T Inc.T | 0.85% | 0.48% | 0.48% |
| PPL Corp.PPL | 1.10% | 0.46% | 0.46% |
| Pepsico Inc.PEP | 0.84% | 0.46% | 0.46% |
| TJX COS Inc.TJX | 1.13% | 0.43% | 0.43% |
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: SPLV, SEC Form N-PORT, May 31, 2026; FELC, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SPLV | FELC |
|---|---|---|
| FMR LLC | $163.8M | $2.2B |
| Bank of America Corp. | $521.8M | $17.5M |
| LPL Financial LLC | $286.7M | $131.8M |
| Morgan Stanley | $370.3M | $6.8M |
| Commonwealth Equity Services, LLC | $62.7M | $156.5M |
| NewEdge Advisors, LLC | $11.8M | $155.6M |
| Fragasso Financial Advisors Inc | $228K | $159.9M |
| Two Sigma Investments, LP | $115.1M | $43.8M |
| Raymond James Financial Inc. | $84.0M | $66.0M |
| Royal Bank of Canada | $137.8M | $8.0M |
| Envestnet Asset Management Inc. | $45.6M | $89.9M |
| Ameriprise Financial Inc. | $92.9M | $27.8M |
| Wells Fargo & Company | $104.6M | $14.4M |
| Osaic Holdings, Inc. | $55.5M | $48.3M |
| Citadel Advisors LLC | $793K | $88.9M |
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: SPLV institutional holders, FELC institutional holders.
Frequently asked questions
How much do SPLV and FELC overlap?
14.1% by weight, with 44 holdings in common, using holdings for SPLV as of May 31, 2026 and FELC as of June 30, 2026. The largest shared position is BRK/B.
Do institutions hold both SPLV and FELC?
146 Form 13F filers report positions in both, out of 875 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%.