SUB vs FSEC overlap
SUB 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: SUB, SEC Form N-PORT, May 31, 2026; FSEC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SUB | FSEC |
|---|---|---|
| FMR LLC | $3.1M | $9.6B |
| Bank of America Corp. | $1.2B | $287K |
| Mercer Global Advisors Inc. | $1.1B | $858K |
| Morgan Stanley | $593.8M | $466 |
| Creative Planning | $314.6M | $1.1M |
| Northwestern Mutual Wealth Management Co | $165.2M | $250K |
| LPL Financial LLC | $109.1M | $942K |
| Envestnet Asset Management Inc. | $91.2M | $6.0M |
| Mariner, LLC | $90.6M | $407K |
| Focus Partners Wealth | $80.0M | $732K |
| Raymond James Financial Inc. | $79.1M | $231K |
| JPMorgan Chase & Co | $60.4M | $4.5M |
| Cetera Investment Advisers | $37.4M | $20.6M |
| Allworth Financial LP | $56.2M | $115K |
| Wealth Enhancement Advisory Services, LLC | $26.6M | $3.0M |
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: SUB institutional holders, FSEC institutional holders.
Frequently asked questions
How much do SUB and FSEC overlap?
0.0% by weight, with 0 holdings in common, using holdings for SUB as of May 31, 2026 and FSEC as of May 31, 2026.
Do institutions hold both SUB and FSEC?
39 Form 13F filers report positions in both, out of 924 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%.