SMIG vs DUSA overlap
SMIG and DUSA 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: SMIG, SEC Form N-PORT, June 30, 2026; DUSA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SMIG | DUSA |
|---|---|---|
| Morgan Stanley | $257.6M | $259.3M |
| Bank of America Corp. | $342.0M | $94.1M |
| UBS Group AG | $49.0M | $34.5M |
| Royal Bank of Canada | $77.2M | $5.1M |
| Raymond James Financial Inc. | $21.5M | $52.0M |
| Wells Fargo & Company | $24.5M | $44.3M |
| LPL Financial LLC | $14.5M | $39.6M |
| Sanctuary Advisors, LLC | $20.4M | $1.8M |
| Stifel Financial Corp. | $11.3M | $8.7M |
| Osaic Holdings, Inc. | $49K | $15.5M |
| Kestra Private Wealth Services, LLC | $2.3M | $9.6M |
| Two Sigma Investments, LP | $7.5M | $2.7M |
| Cambridge Investment Research Advisors, Inc. | $7.5M | $2.1M |
| Truist Financial Corp. | $8.1M | $365K |
| Fifth Third Bancorp | $8.0M | $227K |
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: SMIG institutional holders, DUSA institutional holders.
Frequently asked questions
How much do SMIG and DUSA overlap?
0.0% by weight, with 0 holdings in common, using holdings for SMIG as of June 30, 2026 and DUSA as of July 31, 2026.
Do institutions hold both SMIG and DUSA?
25 Form 13F filers report positions in both, out of 123 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%.