MRSK vs DIAL overlap
MRSK and DIAL 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: MRSK, SEC Form N-PORT, July 31, 2026; DIAL, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | MRSK | DIAL |
|---|---|---|
| LPL Financial LLC | $81.2M | $44.6M |
| Osaic Holdings, Inc. | $21.1M | $609K |
| Morgan Stanley | $189K | $15.8M |
| Cambridge Investment Research Advisors, Inc. | $6.7M | $942K |
| Royal Bank of Canada | $67K | $6.5M |
| Envestnet Asset Management Inc. | $4.3M | $209K |
| Commonwealth Equity Services, LLC | $656K | $1.1M |
| Jane Street Group, LLC | $851K | $702K |
| Cetera Investment Advisers | $363K | $665K |
| Harbour Investments, Inc. | $86K | $14K |
| IFP Advisors, Inc | $96K | $273 |
| Farther Finance Advisors, LLC | $23K | $14K |
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: MRSK institutional holders, DIAL institutional holders.
Frequently asked questions
How much do MRSK and DIAL overlap?
0.0% by weight, with 0 holdings in common, using holdings for MRSK as of July 31, 2026 and DIAL as of July 31, 2026.
Do institutions hold both MRSK and DIAL?
12 Form 13F filers report positions in both, out of 89 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%.