MRSK vs LALT overlap
MRSK and LALT overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (MRSK: July 31, 2026, LALT: 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
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; LALT, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | MRSK | LALT |
|---|---|---|
| LPL Financial LLC | $81.2M | $48.3M |
| Orion Porfolio Solutions, LLC | $71.0M | $5.6M |
| Envestnet Asset Management Inc. | $4.3M | $49.2M |
| Osaic Holdings, Inc. | $21.1M | $4.8M |
| Cetera Investment Advisers | $363K | $21.2M |
| Assetmark, Inc. | $17K | $13.5M |
| Royal Bank of Canada | $67K | $11.1M |
| CreativeOne Wealth, LLC | $3.9M | $4.3M |
| Commonwealth Equity Services, LLC | $656K | $5.5M |
| Farther Finance Advisors, LLC | $23K | $2.8M |
| Dynamic Advisor Solutions LLC | $2.2M | $292K |
| Evolution Wealth Management Inc. | $82K | $2.1M |
| IFP Advisors, Inc | $96K | $2.1M |
| Harbour Investments, Inc. | $86K | $1.2M |
| Silver Oak Securities, Incorporated | $353K | $362K |
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, LALT institutional holders.
Frequently asked questions
How much do MRSK and LALT overlap?
0.0% by weight, with 0 holdings in common, using holdings for MRSK as of July 31, 2026 and LALT as of May 31, 2026.
Do institutions hold both MRSK and LALT?
19 Form 13F filers report positions in both, out of 104 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%.