SSO vs DIVO overlap
SSO and DIVO overlap 16.1% by weight, across 26 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SSO | DIVO | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 4.63% | 5.10% | 4.63% |
| Microsoft Corp.MSFT | 3.38% | 4.93% | 3.38% |
| Nvidia Corp.NVDA | 5.18% | 2.16% | 2.16% |
| JPMorgan ChaseJPM | 0.82% | 4.86% | 0.82% |
| VISA Inc.-Class aV | 0.55% | 3.36% | 0.55% |
| Walmart Inc.WMT | 0.51% | 3.17% | 0.51% |
| Caterpillar Inc.CAT | 0.41% | 6.98% | 0.41% |
| Chevron Corp.CVX | 0.35% | 3.96% | 0.35% |
| Home Depot Inc.HD | 0.32% | 3.17% | 0.32% |
| Goldman Sachs GPGS | 0.31% | 4.59% | 0.31% |
| Coca-Cola Co/theKO | 0.31% | 2.61% | 0.31% |
| Merck & CoMRK | 0.30% | 3.35% | 0.30% |
| IBMIBM | 0.28% | 3.75% | 0.28% |
| RTX Corp.RTX | 0.24% | 3.24% | 0.24% |
| Verizon CommunicVZ | 0.20% | 0.96% | 0.20% |
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: SSO, SEC Form N-PORT, May 31, 2026; DIVO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SSO | DIVO |
|---|---|---|
| LPL Financial LLC | $2.7M | $399.3M |
| Morgan Stanley | $90K | $200.3M |
| HighTower Advisors, LLC | $16.8M | $91.5M |
| UBS Group AG | $21.7M | $84.5M |
| Royal Bank of Canada | $278K | $86.6M |
| Wealth Enhancement Advisory Services, LLC | $1.4M | $81.4M |
| Wells Fargo & Company | $83 | $82.0M |
| Osaic Holdings, Inc. | $3.4M | $61.5M |
| Bank of America Corp. | $791K | $37.5M |
| Spire Wealth Management | $25.7M | $4.8M |
| Cambridge Investment Research Advisors, Inc. | $3.2M | $27.1M |
| Steward Partners Investment Advisory, LLC | $48K | $25.7M |
| Marshall Financial Group, LLC | $3.7M | $18.7M |
| NewEdge Advisors, LLC | $879K | $21.4M |
| Summit Financial, LLC | $1.5M | $19.8M |
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: SSO institutional holders, DIVO institutional holders.
Frequently asked questions
How much do SSO and DIVO overlap?
16.1% by weight, with 26 holdings in common, using holdings for SSO as of May 31, 2026 and DIVO as of June 30, 2026. The largest shared position is AAPL.
Do institutions hold both SSO and DIVO?
90 Form 13F filers report positions in both, out of 557 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%.