SRLN vs FPE overlap
SRLN and FPE 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: SRLN, SEC Form N-PORT, June 30, 2026; FPE, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SRLN | FPE |
|---|---|---|
| Morgan Stanley | $306.1M | $957.6M |
| LPL Financial LLC | $144.5M | $331.0M |
| Bank of America Corp. | $300.8M | $162.4M |
| Royal Bank of Canada | $105.0M | $350.2M |
| Wells Fargo & Company | $88.4M | $327.6M |
| UBS Group AG | $101.5M | $163.1M |
| Raymond James Financial Inc. | $31.3M | $178.9M |
| Advisory Alpha, LLC | $90.5M | $39.1M |
| Ameriprise Financial Inc. | $3.6M | $93.8M |
| HighTower Advisors, LLC | $31.3M | $62.1M |
| Envestnet Asset Management Inc. | $36.5M | $45.0M |
| Cetera Investment Advisers | $18.7M | $58.6M |
| Cambridge Investment Research Advisors, Inc. | $34.9M | $37.9M |
| JPMorgan Chase & Co | $55.6M | $13.3M |
| Stifel Financial Corp. | $18.1M | $46.6M |
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: SRLN institutional holders, FPE institutional holders.
Frequently asked questions
How much do SRLN and FPE overlap?
0.0% by weight, with 0 holdings in common, using holdings for SRLN as of June 30, 2026 and FPE as of July 31, 2026.
Do institutions hold both SRLN and FPE?
171 Form 13F filers report positions in both, out of 769 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%.