MSOS vs DIAL overlap
MSOS 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: MSOS, SEC Form N-PORT, June 30, 2026; DIAL, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | MSOS | DIAL |
|---|---|---|
| LPL Financial LLC | $1.7M | $44.6M |
| Jane Street Group, LLC | $19.3M | $702K |
| Morgan Stanley | $1.6M | $15.8M |
| Susquehanna International Group, LLP | $15.7M | $405K |
| UBS Group AG | $438K | $12.5M |
| Citadel Advisors LLC | $7.6M | $2.1M |
| Concurrent Investment Advisors, LLC | $4.1M | $3.8M |
| Royal Bank of Canada | $39K | $6.5M |
| Commonwealth Equity Services, LLC | $867K | $1.1M |
| Private Advisor Group, LLC | $105K | $1.7M |
| Cambridge Investment Research Advisors, Inc. | $540K | $942K |
| Osaic Holdings, Inc. | $623K | $609K |
| Cetera Investment Advisers | $131K | $665K |
| Focus Partners Wealth | $65K | $628K |
| JPMorgan Chase & Co | $195K | $253K |
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: MSOS institutional holders, DIAL institutional holders.
Frequently asked questions
How much do MSOS and DIAL overlap?
0.0% by weight, with 0 holdings in common, using holdings for MSOS as of June 30, 2026 and DIAL as of July 31, 2026.
Do institutions hold both MSOS and DIAL?
21 Form 13F filers report positions in both, out of 202 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%.