TGRW vs DUSA overlap
TGRW and DUSA overlap 5.9% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | TGRW | DUSA | Overlap |
|---|---|---|---|
| META Platforms-aMETA | 3.16% | 4.59% | 3.16% |
| Amazon.COM Inc.AMZN | 1.35% | 5.71% | 1.35% |
| Applied MaterialAMAT | 1.96% | 0.94% | 0.94% |
| Unitedhealth GRPUNH | 0.42% | 2.17% | 0.42% |
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: TGRW, SEC Form N-PORT, June 30, 2026; DUSA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | TGRW | DUSA |
|---|---|---|
| Morgan Stanley | $74 | $259.3M |
| Bank of America Corp. | $1.7M | $94.1M |
| Raymond James Financial Inc. | $1.7M | $52.0M |
| Kestra Advisory Services, LLC | $887K | $51.6M |
| LPL Financial LLC | $208K | $39.6M |
| Osaic Holdings, Inc. | $489K | $15.5M |
| Commonwealth Equity Services, LLC | $1.3M | $9.0M |
| Geneos Wealth Management Inc. | $44K | $5.9M |
| Royal Bank of Canada | $276K | $5.1M |
| Northwestern Mutual Wealth Management Co | $2.8M | $3K |
| Sigma Planning Corp | $1.1M | $571K |
| Mercer Global Advisors Inc. | $262K | $1.0M |
| Janney Montgomery Scott LLC | $326K | $594K |
| Capital Investment Advisory Services, LLC | $5K | $527K |
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: TGRW institutional holders, DUSA institutional holders.
Frequently asked questions
How much do TGRW and DUSA overlap?
5.9% by weight, with 4 holdings in common, using holdings for TGRW as of June 30, 2026 and DUSA as of July 31, 2026. The largest shared position is META.
Do institutions hold both TGRW and DUSA?
14 Form 13F filers report positions in both, out of 117 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%.