SIZE vs DXUV overlap
SIZE and DXUV overlap 38.8% by weight, across 408 shared holdings.
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Top shared holdings
| Holding | SIZE | DXUV | Overlap |
|---|---|---|---|
| Royal CaribbeanRCL | 0.23% | 0.23% | 0.23% |
| Fortinet Inc.FTNT | 0.22% | 0.23% | 0.22% |
| Travelers COS inTRV | 0.22% | 0.38% | 0.22% |
| General Motors CGM | 0.22% | 0.31% | 0.22% |
| Delta Air LIDAL | 0.23% | 0.22% | 0.22% |
| Metlife Inc.MET | 0.21% | 0.23% | 0.21% |
| Ameriprise FinanAMP | 0.21% | 0.22% | 0.21% |
| Marathon PetroleMPC | 0.21% | 0.25% | 0.21% |
| General ElectricGE | 0.21% | 0.32% | 0.21% |
| Allstate Corp.ALL | 0.21% | 0.31% | 0.21% |
| Ross Stores Inc.ROST | 0.21% | 0.24% | 0.21% |
| RTX Corp.RTX | 0.21% | 0.21% | 0.21% |
| United RentalsURI | 0.21% | 0.25% | 0.21% |
| Phillips 66PSX | 0.21% | 0.23% | 0.21% |
| Illinois Tool WOITW | 0.21% | 0.27% | 0.21% |
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: SIZE, SEC Form N-PORT, July 31, 2026; DXUV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SIZE | DXUV |
|---|---|---|
| Envestnet Asset Management Inc. | $10.8M | $7.1M |
| Goldman Sachs Group Inc. | $9.4M | $3.0M |
| LPL Financial LLC | $5.9M | $524K |
| PNC Financial Services Group, Inc. | $5.8M | $97K |
| Jones Financial Companies LLLP | $5.5M | $1K |
| Park Avenue Securities LLC | $856K | $3.1M |
| Citigroup Inc. | $16K | $3.8M |
| Harbour Investments, Inc. | $107K | $3.4M |
| Osaic Holdings, Inc. | $2.9M | $266 |
| Commonwealth Equity Services, LLC | $936K | $1.8M |
| MML Investors Services, LLC | $207K | $2.1M |
| UBS Group AG | $934K | $82K |
| NewEdge Advisors, LLC | $814K | $0 |
| Royal Bank of Canada | $561K | $165K |
| Signature Resources Capital Management, LLC | $6K | $310K |
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: SIZE institutional holders, DXUV institutional holders.
Frequently asked questions
How much do SIZE and DXUV overlap?
38.8% by weight, with 408 holdings in common, using holdings for SIZE as of July 31, 2026 and DXUV as of July 31, 2026. The largest shared position is RCL.
Do institutions hold both SIZE and DXUV?
21 Form 13F filers report positions in both, out of 124 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%.