USPX vs FELV overlap
USPX and FELV overlap 46.7% by weight, across 207 shared holdings.
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Top shared holdings
| Holding | USPX | FELV | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 6.59% | 4.66% | 4.66% |
| Amazon.COM Inc.AMZN | 3.64% | 5.15% | 3.64% |
| Microsoft Corp.MSFT | 4.31% | 3.39% | 3.39% |
| Berkshire HATH-BBRK/B | 1.44% | 3.08% | 1.44% |
| JPMorgan ChaseJPM | 1.37% | 2.62% | 1.37% |
| Johnson&JohnsonJNJ | 0.95% | 1.30% | 0.95% |
| Intel Corp.INTC | 0.95% | 1.77% | 0.95% |
| Exxon Mobil Corp.XOM | 0.88% | 1.80% | 0.88% |
| Walmart Inc.WMT | 0.77% | 1.01% | 0.77% |
| Cisco SystemsCSCO | 0.72% | 1.23% | 0.72% |
| Applied MaterialAMAT | 0.89% | 0.65% | 0.65% |
| Unitedhealth GRPUNH | 0.59% | 1.18% | 0.59% |
| Bank of AmericaBAC | 0.58% | 0.86% | 0.58% |
| Alphabet Inc.-aGOOGL | 3.25% | 0.56% | 0.56% |
| META Platforms-aMETA | 1.92% | 0.55% | 0.55% |
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: USPX, SEC Form N-PORT, June 30, 2026; FELV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | USPX | FELV |
|---|---|---|
| FMR LLC | $4K | $668.0M |
| Citigroup Inc. | $191K | $72.2M |
| LPL Financial LLC | $12.0M | $39.5M |
| JPMorgan Chase & Co | $32.9M | $40K |
| Osaic Holdings, Inc. | $3.5M | $23.2M |
| Cetera Investment Advisers | $1.1M | $11.3M |
| Goldman Sachs Group Inc. | $3.3M | $2.5M |
| Wells Fargo & Company | $40 | $5.2M |
| Envestnet Asset Management Inc. | $511K | $3.8M |
| Private Advisor Group, LLC | $512K | $449K |
| Clearstead Advisors, LLC | $613K | $314K |
| Larson Financial Group LLC | $116K | $238K |
| Key Financial Inc | $146K | $203K |
| Aptus Capital Advisors, LLC | $324K | $8K |
| CoreCap Advisors, LLC | $37K | $184K |
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: USPX institutional holders, FELV institutional holders.
Frequently asked questions
How much do USPX and FELV overlap?
46.7% by weight, with 207 holdings in common, using holdings for USPX as of June 30, 2026 and FELV as of June 30, 2026. The largest shared position is AAPL.
Do institutions hold both USPX and FELV?
17 Form 13F filers report positions in both, out of 203 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%.