USCA vs MSLC overlap
USCA and MSLC overlap 74.6% by weight, across 398 shared holdings.
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Top shared holdings
| Holding | USCA | MSLC | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 9.07% | 6.61% | 6.61% |
| Microsoft Corp.MSFT | 5.91% | 4.98% | 4.98% |
| Apple Inc.AAPL | 8.52% | 4.87% | 4.87% |
| Amazon.COM Inc.AMZN | 4.86% | 4.46% | 4.46% |
| Alphabet Inc.-aGOOGL | 4.12% | 3.45% | 3.45% |
| Broadcom Inc.AVGO | 3.73% | 2.87% | 2.87% |
| META Platforms-aMETA | 2.57% | 2.33% | 2.33% |
| Alphabet Inc.-CGOOG | 3.24% | 2.14% | 2.14% |
| Tesla Inc.TSLA | 2.27% | 1.32% | 1.32% |
| JPMorgan ChaseJPM | 1.12% | 1.37% | 1.12% |
| VISA Inc.-Class aV | 1.02% | 1.23% | 1.02% |
| Cisco SystemsCSCO | 0.88% | 0.94% | 0.88% |
| ELI Lilly & CoLLY | 1.65% | 0.86% | 0.86% |
| ADV Micro DeviceAMD | 1.56% | 0.81% | 0.81% |
| Mastercard Inc.-aMA | 0.75% | 0.83% | 0.75% |
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: USCA, SEC Form N-PORT, May 29, 2026; MSLC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | USCA | MSLC |
|---|---|---|
| Morgan Stanley | $75 | $2.8B |
| Osaic Holdings, Inc. | $33K | $73K |
| Integrated Wealth Concepts LLC | $175 | $9K |
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: USCA institutional holders, MSLC institutional holders.
Frequently asked questions
How much do USCA and MSLC overlap?
74.6% by weight, with 398 holdings in common, using holdings for USCA as of May 29, 2026 and MSLC as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both USCA and MSLC?
3 Form 13F filers report positions in both, out of 41 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%.