FTC vs DUSA overlap
FTC and DUSA overlap 1.4% by weight, across 3 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | FTC | DUSA | Overlap |
|---|---|---|---|
| Amazon.COM Inc.AMZN | 0.65% | 5.71% | 0.65% |
| Applied MaterialAMAT | 0.55% | 0.94% | 0.55% |
| META Platforms-aMETA | 0.19% | 4.59% | 0.19% |
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: FTC, SEC Form N-PORT, July 31, 2026; DUSA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | FTC | DUSA |
|---|---|---|
| Morgan Stanley | $138.9M | $259.3M |
| LPL Financial LLC | $129.7M | $39.6M |
| Bank of America Corp. | $26.2M | $94.1M |
| Wells Fargo & Company | $65.6M | $44.3M |
| Janney Montgomery Scott LLC | $85.3M | $594K |
| Raymond James Financial Inc. | $32.8M | $52.0M |
| UBS Group AG | $43.7M | $34.5M |
| Kestra Advisory Services, LLC | $2.0M | $51.6M |
| Commonwealth Equity Services, LLC | $29.4M | $9.0M |
| Baird Financial Group, Inc. | $29.6M | $298K |
| Cambridge Investment Research Advisors, Inc. | $27.6M | $2.1M |
| Stifel Financial Corp. | $14.1M | $8.7M |
| Osaic Holdings, Inc. | $5.8M | $15.5M |
| Cetera Investment Advisers | $18.5M | $552K |
| Royal Bank of Canada | $13.2M | $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: FTC institutional holders, DUSA institutional holders.
Frequently asked questions
How much do FTC and DUSA overlap?
1.4% by weight, with 3 holdings in common, using holdings for FTC as of July 31, 2026 and DUSA as of July 31, 2026. The largest shared position is AMZN.
Do institutions hold both FTC and DUSA?
46 Form 13F filers report positions in both, out of 263 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%.