SRVR vs FXN overlap
SRVR and FXN 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: SRVR, SEC Form N-PORT, July 31, 2026; FXN, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SRVR | FXN |
|---|---|---|
| Bank of America Corp. | $73.9M | $5.0M |
| Morgan Stanley | $17.0M | $31.8M |
| Northwestern Mutual Wealth Management Co | $38.4M | $280K |
| Wells Fargo & Company | $6.0M | $30.0M |
| LPL Financial LLC | $11.2M | $23.8M |
| UBS Group AG | $15.6M | $6.6M |
| Raymond James Financial Inc. | $2.9M | $16.7M |
| Royal Bank of Canada | $4.7M | $10.4M |
| Qube Research & Technologies Ltd | $5K | $12.1M |
| Cambridge Investment Research Advisors, Inc. | $5.4M | $6.1M |
| Summit Financial, LLC | $429K | $10.5M |
| Cetera Investment Advisers | $3.0M | $2.3M |
| D. E. Shaw & Co., Inc. | $422K | $4.4M |
| Rockefeller Capital Management L.P. | $1.2M | $2.2M |
| Stifel Financial Corp. | $425K | $2.7M |
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: SRVR institutional holders, FXN institutional holders.
Frequently asked questions
How much do SRVR and FXN overlap?
0.0% by weight, with 0 holdings in common, using holdings for SRVR as of July 31, 2026 and FXN as of July 31, 2026.
Do institutions hold both SRVR and FXN?
48 Form 13F filers report positions in both, out of 194 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%.