POWA vs DSMC overlap

POWA and DSMC overlap 2.8% by weight, across 3 shared holdings.

POWADSMC

Pick 2 to 4 ETFs.

2.8%

overlap by weight, across 3 shared holdings

POWA6.1% of the fund is in shared holdings, of 50

DSMC2.8% of the fund is in shared holdings, of 150

Top shared holdings

Holding	POWA	DSMC	Overlap
Godaddy Inc.-aGDDY	1.99%	0.98%	0.98%
Hormel Foods CRPHRL	2.00%	0.92%	0.92%
Gartner Inc.IT	2.12%	0.84%	0.84%

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: POWA, SEC Form N-PORT, May 31, 2026; DSMC, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 97 holding any

POWA32.0% of its 13F dollars, 9.5% of its 74 holders

DSMC10.7% of its 13F dollars, 23.3% of its 30 holders

Largest institutions holding both

Firm	POWA	DSMC
LPL Financial LLC	$23.8M	$722K
Rockefeller Capital Management L.P.	$39K	$8.6M
Morgan Stanley	$2.6M	$44
Osaic Holdings, Inc.	$1.0M	$3K
UBS Group AG	$110K	$81
Harbour Investments, Inc.	$4K	$12K
Wells Fargo & Company	$9	$3K

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: POWA institutional holders, DSMC institutional holders.

Frequently asked questions

How much do POWA and DSMC overlap?

2.8% by weight, with 3 holdings in common, using holdings for POWA as of May 31, 2026 and DSMC as of June 30, 2026. The largest shared position is GDDY.

Do institutions hold both POWA and DSMC?

7 Form 13F filers report positions in both, out of 97 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%.