FXE vs FICS overlap
18 institutions report holding both FXE and FICS.
FXEFICS
Pick 2 to 4 ETFs.
We don’t have holdings for FXE. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
18
institutions report holding both, of 131 holding any
FXE45.0% of its 13F dollars, 23.4% of its 77 holders
FICS47.6% of its 13F dollars, 25.0% of its 72 holders
Largest institutions holding both
| Firm | FXE | FICS |
|---|---|---|
| LPL Financial LLC | $868K | $41.3M |
| Morgan Stanley | $36.6M | $112K |
| Susquehanna International Group, LLP | $15.8M | $4.5M |
| Key Financial Inc | $112K | $10.4M |
| Commonwealth Equity Services, LLC | $2.2M | $2.0M |
| Wells Fargo & Company | $4.0M | $47 |
| Integrated Wealth Concepts LLC | $39K | $3.8M |
| Envestnet Asset Management Inc. | $439K | $3.0M |
| UBS Group AG | $3.1M | $33K |
| Cambridge Investment Research Advisors, Inc. | $772K | $2.2M |
| Flow Traders U.S. LLC | $1.1M | $1.3M |
| Stifel Financial Corp. | $315K | $2.0M |
| Osaic Holdings, Inc. | $142K | $2.1M |
| Rockefeller Capital Management L.P. | $295K | $611K |
| Royal Bank of Canada | $812K | $30K |
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: FXE institutional holders, FICS institutional holders.
Frequently asked questions
Do institutions hold both FXE and FICS?
18 Form 13F filers report positions in both, out of 131 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%.