MSOS vs MRSK overlap
MSOS and MRSK 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; MRSK, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | MSOS | MRSK |
|---|---|---|
| LPL Financial LLC | $1.7M | $81.2M |
| Osaic Holdings, Inc. | $623K | $21.1M |
| Jane Street Group, LLC | $19.3M | $851K |
| Cambridge Investment Research Advisors, Inc. | $540K | $6.7M |
| Envestnet Asset Management Inc. | $94K | $4.3M |
| Morgan Stanley | $1.6M | $189K |
| Commonwealth Equity Services, LLC | $867K | $656K |
| Geneos Wealth Management Inc. | $774K | $1K |
| Cetera Investment Advisers | $131K | $363K |
| Diversify Wealth Management, LLC | $148K | $285K |
| Diversify Advisory Services, LLC | $148K | $285K |
| Royal Bank of Canada | $39K | $67K |
| Harbour Investments, Inc. | $508 | $86K |
| Integrated Wealth Concepts LLC | $29K | $32K |
| Northwestern Mutual Wealth Management Co | $18K | $35K |
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, MRSK institutional holders.
Frequently asked questions
How much do MSOS and MRSK overlap?
0.0% by weight, with 0 holdings in common, using holdings for MSOS as of June 30, 2026 and MRSK as of July 31, 2026.
Do institutions hold both MSOS and MRSK?
17 Form 13F filers report positions in both, out of 203 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%.