EPS vs DUSA overlap
EPS and DUSA overlap 14.7% by weight, across 17 shared holdings.
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Top shared holdings
| Holding | EPS | DUSA | Overlap |
|---|---|---|---|
| Amazon.COM Inc.AMZN | 5.70% | 5.71% | 5.70% |
| META Platforms-aMETA | 2.88% | 4.59% | 2.88% |
| Berkshire HATH-BBRK/B | 1.70% | 4.11% | 1.70% |
| Applied MaterialAMAT | 0.84% | 0.94% | 0.84% |
| Unitedhealth GRPUNH | 0.81% | 2.17% | 0.81% |
| Wells Fargo & CoWFC | 0.64% | 3.21% | 0.64% |
| CVS Health Corp.CVS | 0.39% | 5.28% | 0.39% |
| Texas InstrumentTXN | 0.37% | 4.15% | 0.37% |
| ConocophillipsCOP | 0.33% | 1.69% | 0.33% |
| Capital One FINACOF | 0.28% | 6.73% | 0.28% |
| The Cigna GroupCI | 0.26% | 3.12% | 0.26% |
| US BancorpUSB | 0.26% | 6.11% | 0.26% |
| Devon Energy CoDVN | 0.13% | 5.55% | 0.13% |
| Tyson Foods-aTSN | 0.03% | 5.49% | 0.03% |
| Markel Group Inc.MKL | 0.03% | 4.60% | 0.03% |
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: EPS, SEC Form N-PORT, June 30, 2026; DUSA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | EPS | DUSA |
|---|---|---|
| Morgan Stanley | $72.3M | $259.3M |
| LPL Financial LLC | $127.5M | $39.6M |
| Bank of America Corp. | $13.6M | $94.1M |
| Kestra Advisory Services, LLC | $29.7M | $51.6M |
| Raymond James Financial Inc. | $3.4M | $52.0M |
| Cetera Investment Advisers | $53.5M | $552K |
| Private Advisor Group, LLC | $51.7M | $2.1M |
| Wells Fargo & Company | $5.9M | $44.3M |
| UBS Group AG | $7.0M | $34.5M |
| Melone Private Wealth, LLC | $672K | $18.4M |
| Osaic Holdings, Inc. | $1.6M | $15.5M |
| Northwestern Mutual Wealth Management Co | $15.5M | $3K |
| Commonwealth Equity Services, LLC | $796K | $9.0M |
| Stifel Financial Corp. | $642K | $8.7M |
| Royal Bank of Canada | $2.4M | $5.1M |
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: EPS institutional holders, DUSA institutional holders.
Frequently asked questions
How much do EPS and DUSA overlap?
14.7% by weight, with 17 holdings in common, using holdings for EPS as of June 30, 2026 and DUSA as of July 31, 2026. The largest shared position is AMZN.
Do institutions hold both EPS and DUSA?
37 Form 13F filers report positions in both, out of 222 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%.