MSLC vs APUE overlap
MSLC and APUE overlap 75.3% by weight, across 434 shared holdings.
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Top shared holdings
| Holding | MSLC | APUE | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 6.61% | 6.85% | 6.61% |
| Apple Inc.AAPL | 4.87% | 6.42% | 4.87% |
| Microsoft Corp.MSFT | 4.98% | 4.70% | 4.70% |
| Amazon.COM Inc.AMZN | 4.46% | 3.66% | 3.66% |
| Alphabet Inc.-aGOOGL | 3.45% | 3.17% | 3.17% |
| Broadcom Inc.AVGO | 2.87% | 2.98% | 2.87% |
| Alphabet Inc.-CGOOG | 2.14% | 2.50% | 2.14% |
| META Platforms-aMETA | 2.33% | 1.93% | 1.93% |
| Micron TechMU | 1.76% | 1.56% | 1.56% |
| Tesla Inc.TSLA | 1.32% | 1.73% | 1.32% |
| JPMorgan ChaseJPM | 1.37% | 1.19% | 1.19% |
| Exxon Mobil Corp.XOM | 0.95% | 0.90% | 0.90% |
| ELI Lilly & CoLLY | 0.86% | 1.32% | 0.86% |
| Berkshire HATH-BBRK/B | 1.10% | 0.82% | 0.82% |
| ADV Micro DeviceAMD | 0.81% | 1.19% | 0.81% |
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: MSLC, SEC Form N-PORT, May 31, 2026; APUE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | MSLC | APUE |
|---|---|---|
| Morgan Stanley | $2.8B | $1.0M |
| Envestnet Asset Management Inc. | $385K | $1.2B |
| LPL Financial LLC | $1.2M | $95.3M |
| B. Riley Wealth Advisors, Inc. | $264K | $23.4M |
| Cetera Investment Advisers | $292K | $22.4M |
| Osaic Holdings, Inc. | $73K | $18.7M |
| Citadel Advisors LLC | $2.6M | $1.9M |
| Mariner, LLC | $261K | $1.3M |
| NewEdge Advisors, LLC | $76K | $1.4M |
| Assetmark, Inc. | $18K | $819K |
| Royal Bank of Canada | $8K | $140K |
| IFP Advisors, Inc | $17K | $27K |
| Integrated Wealth Concepts LLC | $9K | $13K |
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: MSLC institutional holders, APUE institutional holders.
Frequently asked questions
How much do MSLC and APUE overlap?
75.3% by weight, with 434 holdings in common, using holdings for MSLC as of May 31, 2026 and APUE as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both MSLC and APUE?
13 Form 13F filers report positions in both, out of 82 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%.