SPUS vs FCG overlap
SPUS and FCG overlap 0.7% by weight, across 3 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SPUS | FCG | Overlap |
|---|---|---|---|
| ConocophillipsCOP | 0.38% | 4.33% | 0.38% |
| EOG ResourcesEOG | 0.19% | 4.50% | 0.19% |
| Devon Energy CoDVN | 0.14% | 3.97% | 0.14% |
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: SPUS, SEC Form N-PORT, May 31, 2026; FCG, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SPUS | FCG |
|---|---|---|
| Morgan Stanley | $60K | $37.6M |
| LPL Financial LLC | $4.1M | $20.5M |
| Raymond James Financial Inc. | $1.1M | $13.2M |
| Bank of America Corp. | $5.9M | $7.0M |
| Royal Bank of Canada | $2.4M | $6.6M |
| Envestnet Asset Management Inc. | $4.9M | $2.9M |
| UBS Group AG | $103K | $7.6M |
| Farther Finance Advisors, LLC | $7.2M | $143K |
| Kestra Advisory Services, LLC | $419K | $6.2M |
| D. E. Shaw & Co., Inc. | $2.2M | $3.1M |
| Tower Research Capital LLC (TRC) | $143K | $4.4M |
| Commonwealth Equity Services, LLC | $266K | $4.2M |
| Cetera Investment Advisers | $1.5M | $1.9M |
| Osaic Holdings, Inc. | $368K | $2.2M |
| Truist Financial Corp. | $2.2M | $226K |
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: SPUS institutional holders, FCG institutional holders.
Frequently asked questions
How much do SPUS and FCG overlap?
0.7% by weight, with 3 holdings in common, using holdings for SPUS as of May 31, 2026 and FCG as of June 30, 2026. The largest shared position is COP.
Do institutions hold both SPUS and FCG?
36 Form 13F filers report positions in both, out of 202 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%.