SUSA vs FELG overlap
SUSA and FELG overlap 46.4% by weight, across 58 shared holdings.
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Top shared holdings
| Holding | SUSA | FELG | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 7.35% | 13.13% | 7.35% |
| Apple Inc.AAPL | 6.67% | 7.57% | 6.67% |
| Microsoft Corp.MSFT | 4.86% | 5.02% | 4.86% |
| Alphabet Inc.-CGOOG | 3.42% | 3.35% | 3.35% |
| Broadcom Inc.AVGO | 2.73% | 5.43% | 2.73% |
| Alphabet Inc.-aGOOGL | 2.59% | 6.60% | 2.59% |
| ELI Lilly & CoLLY | 1.41% | 2.52% | 1.41% |
| Micron TechMU | 1.38% | 4.23% | 1.38% |
| Tesla Inc.TSLA | 1.36% | 3.51% | 1.36% |
| ADV Micro DeviceAMD | 1.33% | 2.48% | 1.33% |
| VISA Inc.-Class aV | 1.10% | 1.23% | 1.10% |
| Mastercard Inc.-aMA | 1.00% | 1.78% | 1.00% |
| LAM ResearchLRCX | 0.96% | 2.22% | 0.96% |
| Trane TechnologiTT | 0.67% | 0.87% | 0.67% |
| Applied MaterialAMAT | 1.15% | 0.64% | 0.64% |
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: SUSA, SEC Form N-PORT, July 31, 2026; FELG, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SUSA | FELG |
|---|---|---|
| Wells Fargo & Company | $60.3M | $325.0M |
| Envestnet Asset Management Inc. | $35.5M | $287.2M |
| MML Investors Services, LLC | $6.7M | $314.8M |
| LPL Financial LLC | $43.3M | $197.7M |
| Bank of America Corp. | $222.3M | $1.7M |
| Commonwealth Equity Services, LLC | $14.0M | $182.5M |
| Morgan Stanley | $182.1M | $989K |
| PNC Financial Services Group, Inc. | $163.2M | $21K |
| Raymond James Financial Inc. | $27.6M | $122.8M |
| Royal Bank of Canada | $103.3M | $3.7M |
| JPMorgan Chase & Co | $58.4M | $24.3M |
| Mercer Global Advisors Inc. | $78.0M | $681K |
| Cetera Investment Advisers | $14.7M | $55.9M |
| Kestra Advisory Services, LLC | $5.3M | $64.9M |
| Mission Wealth Management, LP | $67.1M | $826K |
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: SUSA institutional holders, FELG institutional holders.
Frequently asked questions
How much do SUSA and FELG overlap?
46.4% by weight, with 58 holdings in common, using holdings for SUSA as of July 31, 2026 and FELG as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both SUSA and FELG?
106 Form 13F filers report positions in both, out of 675 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%.