SUSC vs CARY overlap
SUSC and CARY overlap 1.0% by weight, across 57 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SUSC: May 31, 2026, CARY: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | SUSC | CARY | Overlap |
|---|---|---|---|
| JPMorgan ChaseJPM | 0.05% | 0.06% | 0.05% |
| American Express | 0.05% | 0.05% | 0.05% |
| Goldman Sachs GP | 0.04% | 0.05% | 0.04% |
| Bank of AMER CRP | 0.04% | 0.06% | 0.04% |
| Morgan StanleyMS | 0.04% | 0.05% | 0.04% |
| Verizon COMM Inc. | 0.06% | 0.04% | 0.04% |
| PNC Financial | 0.03% | 0.06% | 0.03% |
| Oracle Corp. | 0.03% | 0.03% | 0.03% |
| Crown Castle Inc.CCI | 0.05% | 0.02% | 0.02% |
| Aercap IrelandAER | 0.07% | 0.02% | 0.02% |
| American TowerAMT | 0.03% | 0.02% | 0.02% |
| Baxter Intl | 0.03% | 0.02% | 0.02% |
| Bunge Ltd. FIN CPBG | 0.06% | 0.02% | 0.02% |
| Amgen Inc.AMGN | 0.08% | 0.02% | 0.02% |
| Zimmer Biomet | 0.04% | 0.02% | 0.02% |
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: SUSC, SEC Form N-PORT, May 31, 2026; CARY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SUSC | CARY |
|---|---|---|
| Bank of America Corp. | $9.4M | $186.9M |
| Envestnet Asset Management Inc. | $166.7M | $23.0M |
| Morgan Stanley | $19.9M | $169.5M |
| UBS Group AG | $75.7M | $66.7M |
| Wells Fargo & Company | $11.9M | $114.5M |
| LPL Financial LLC | $63.1M | $11.7M |
| Envestnet Portfolio Solutions, Inc. | $36.0M | $4.2M |
| Raymond James Financial Inc. | $6.6M | $30.7M |
| Focus Partners Wealth | $350K | $30.5M |
| Bank of New York Mellon Corp | $8.5M | $19.5M |
| Osaic Holdings, Inc. | $1.9M | $25.2M |
| FMR LLC | $25.6M | $272 |
| Stifel Financial Corp. | $945K | $12.4M |
| Cambridge Investment Research Advisors, Inc. | $11.0M | $2.3M |
| MML Investors Services, LLC | $9.2M | $403K |
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: SUSC institutional holders, CARY institutional holders.
Frequently asked questions
How much do SUSC and CARY overlap?
1.0% by weight, with 57 holdings in common, using holdings for SUSC as of May 31, 2026 and CARY as of July 31, 2026. The largest shared position is JPM.
Do institutions hold both SUSC and CARY?
43 Form 13F filers report positions in both, out of 374 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%.