DUSA vs DSPY overlap
DUSA and DSPY overlap 9.9% by weight, across 19 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (DUSA: July 31, 2026, DSPY: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | DUSA | DSPY | Overlap |
|---|---|---|---|
| Amazon.COM Inc.AMZN | 5.71% | 2.29% | 2.29% |
| META Platforms-aMETA | 4.59% | 1.50% | 1.50% |
| Berkshire HATH-BBRK/B | 4.11% | 1.21% | 1.21% |
| Alphabet Inc.-CGOOG | 4.98% | 1.15% | 1.15% |
| Unitedhealth GRPUNH | 2.17% | 0.73% | 0.73% |
| Applied MaterialAMAT | 0.94% | 0.71% | 0.71% |
| Wells Fargo & CoWFC | 3.21% | 0.56% | 0.56% |
| Texas InstrumentTXN | 4.15% | 0.53% | 0.53% |
| ConocophillipsCOP | 1.69% | 0.25% | 0.25% |
| Capital One FINACOF | 6.73% | 0.22% | 0.22% |
| CVS Health Corp.CVS | 5.28% | 0.22% | 0.22% |
| US BancorpUSB | 6.11% | 0.17% | 0.17% |
| The Cigna GroupCI | 3.12% | 0.13% | 0.13% |
| Devon Energy CoDVN | 5.55% | 0.06% | 0.06% |
| Viatris Inc.VTRS | 5.37% | 0.04% | 0.04% |
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: DUSA, SEC Form N-PORT, July 31, 2026; DSPY, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | DUSA | DSPY |
|---|---|---|
| LPL Financial LLC | $39.6M | $7.3M |
| UBS Group AG | $34.5M | $12K |
| Citadel Advisors LLC | $1.6M | $303K |
| Summit Financial, LLC | $384K | $264K |
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: DUSA institutional holders, DSPY institutional holders.
Frequently asked questions
How much do DUSA and DSPY overlap?
9.9% by weight, with 19 holdings in common, using holdings for DUSA as of July 31, 2026 and DSPY as of May 31, 2026. The largest shared position is AMZN.
Do institutions hold both DUSA and DSPY?
4 Form 13F filers report positions in both, out of 93 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%.