FELV vs EQTY overlap
FELV and EQTY overlap 17.2% by weight, across 19 shared holdings.
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Top shared holdings
| Holding | FELV | EQTY | Overlap |
|---|---|---|---|
| Amazon.COM Inc.AMZN | 5.15% | 3.42% | 3.42% |
| Microsoft Corp.MSFT | 3.39% | 4.61% | 3.39% |
| Apple Inc.AAPL | 4.66% | 1.59% | 1.59% |
| Berkshire HATH-BBRK/B | 3.08% | 1.56% | 1.56% |
| Schwab (Charles)SCHW | 0.90% | 4.91% | 0.90% |
| Philip Morris inPM | 0.86% | 4.07% | 0.86% |
| Applied MaterialAMAT | 0.65% | 2.03% | 0.65% |
| Alphabet Inc.-aGOOGL | 0.56% | 0.88% | 0.56% |
| META Platforms-aMETA | 0.55% | 2.49% | 0.55% |
| S&P Global Inc.SPGI | 0.55% | 2.89% | 0.55% |
| Analog DevicesADI | 0.52% | 3.69% | 0.52% |
| Motorola SolutioMSI | 0.51% | 3.13% | 0.51% |
| Keysight TECKEYS | 0.50% | 2.20% | 0.50% |
| Danaher Corp.DHR | 0.49% | 3.22% | 0.49% |
| Alphabet Inc.-CGOOG | 0.45% | 4.19% | 0.45% |
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: FELV, SEC Form N-PORT, June 30, 2026; EQTY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | FELV | EQTY |
|---|---|---|
| Focus Partners Wealth | $980K | $1.2B |
| Osaic Holdings, Inc. | $23.2M | $7K |
| Morgan Stanley | $14.9M | $133K |
| Royal Bank of Canada | $3.3M | $4.4M |
| MML Investors Services, LLC | $3.9M | $3.1M |
| Envestnet Asset Management Inc. | $3.8M | $210K |
| Citadel Advisors LLC | $1.0M | $326K |
| Northwestern Mutual Wealth Management Co | $936K | $224K |
| UBS Group AG | $379K | $44K |
| JPMorgan Chase & Co | $40K | $324K |
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: FELV institutional holders, EQTY institutional holders.
Frequently asked questions
How much do FELV and EQTY overlap?
17.2% by weight, with 19 holdings in common, using holdings for FELV as of June 30, 2026 and EQTY as of July 31, 2026. The largest shared position is AMZN.
Do institutions hold both FELV and EQTY?
10 Form 13F filers report positions in both, out of 198 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%.