MFSI vs HAUZ overlap
MFSI and HAUZ overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: MFSI, SEC Form N-PORT, May 31, 2026; HAUZ, SEC Form N-PORT, May 29, 2026.
Largest institutions holding both
| Firm | MFSI | HAUZ |
|---|---|---|
| LPL Financial LLC | $114.1M | $1.5M |
| Jones Financial Companies LLLP | $74.5M | $18K |
| Capital Analysts, LLC | $31.2M | $1K |
| Cetera Investment Advisers | $24.8M | $3.3M |
| Integrated Wealth Concepts LLC | $24.7M | $11K |
| Royal Bank of Canada | $18.7M | $24K |
| Envestnet Asset Management Inc. | $9.9M | $2.0M |
| Jane Street Group, LLC | $3.1M | $595K |
| Osaic Holdings, Inc. | $104K | $1.7M |
| Steward Partners Investment Advisory, LLC | $1.0M | $785 |
| Ancora Advisors LLC | $189K | $224K |
| Brown Brothers Harriman & Co | $361K | $9K |
| Global Retirement Partners, LLC | $155K | $18K |
| Morgan Stanley | $26K | $76K |
| Northwestern Mutual Wealth Management Co | $2K | $71K |
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: MFSI institutional holders, HAUZ institutional holders.
Frequently asked questions
How much do MFSI and HAUZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for MFSI as of May 31, 2026 and HAUZ as of May 29, 2026.
Do institutions hold both MFSI and HAUZ?
19 Form 13F filers report positions in both, out of 175 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%.