SUSA vs GPIX overlap
SUSA and GPIX overlap 56.6% by weight, across 174 shared holdings.
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Top shared holdings
| Holding | SUSA | GPIX | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 7.35% | 7.31% | 7.31% |
| Apple Inc.AAPL | 6.67% | 6.45% | 6.45% |
| Microsoft Corp.MSFT | 4.86% | 3.89% | 3.89% |
| Broadcom Inc.AVGO | 2.73% | 2.79% | 2.73% |
| Alphabet Inc.-aGOOGL | 2.59% | 4.35% | 2.59% |
| Alphabet Inc.-CGOOG | 3.42% | 1.46% | 1.46% |
| ELI Lilly & CoLLY | 1.41% | 1.48% | 1.41% |
| Micron TechMU | 1.38% | 2.02% | 1.38% |
| Tesla Inc.TSLA | 1.36% | 1.88% | 1.36% |
| ADV Micro DeviceAMD | 1.33% | 1.48% | 1.33% |
| VISA Inc.-Class aV | 1.10% | 0.99% | 0.99% |
| Applied MaterialAMAT | 1.15% | 0.90% | 0.90% |
| LAM ResearchLRCX | 0.96% | 0.85% | 0.85% |
| Mastercard Inc.-aMA | 1.00% | 0.73% | 0.73% |
| Cisco SystemsCSCO | 0.81% | 0.73% | 0.73% |
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; GPIX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SUSA | GPIX |
|---|---|---|
| Bank of America Corp. | $222.3M | $252.9M |
| LPL Financial LLC | $43.3M | $337.6M |
| Wells Fargo & Company | $60.3M | $132.3M |
| Mission Wealth Management, LP | $67.1M | $121.4M |
| Morgan Stanley | $182.1M | $1.4M |
| PNC Financial Services Group, Inc. | $163.2M | $2K |
| Royal Bank of Canada | $103.3M | $30.4M |
| HighTower Advisors, LLC | $11.2M | $122.1M |
| Ameriprise Financial Inc. | $74.0M | $42.5M |
| Raymond James Financial Inc. | $27.6M | $87.8M |
| Cornerstone Advisory, LLC | $317K | $95.3M |
| UBS Group AG | $51.9M | $41.3M |
| Envestnet Asset Management Inc. | $35.5M | $39.0M |
| Commonwealth Equity Services, LLC | $14.0M | $54.1M |
| JPMorgan Chase & Co | $58.4M | $3.4M |
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, GPIX institutional holders.
Frequently asked questions
How much do SUSA and GPIX overlap?
56.6% by weight, with 174 holdings in common, using holdings for SUSA as of July 31, 2026 and GPIX as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both SUSA and GPIX?
122 Form 13F filers report positions in both, out of 770 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%.