USD vs ROCY overlap
USD and ROCY overlap 16.8% by weight, across 9 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | USD | ROCY | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 11.19% | 8.19% | 8.19% |
| Broadcom Inc.AVGO | 4.62% | 2.55% | 2.55% |
| Micron TechMU | 2.38% | 2.94% | 2.38% |
| ADV Micro DeviceAMD | 1.84% | 1.65% | 1.65% |
| LAM ResearchLRCX | 0.87% | 1.72% | 0.87% |
| Analog DevicesADI | 0.44% | 0.64% | 0.44% |
| Intel Corp.INTC | 1.17% | 0.43% | 0.43% |
| NXP SemiconductoNXPI | 0.18% | 0.67% | 0.18% |
| Qnity ElectronicQ | 0.07% | 0.29% | 0.07% |
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: USD, SEC Form N-PORT, May 31, 2026; ROCY, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | USD | ROCY |
|---|---|---|
| JPMorgan Chase & Co | $720K | $105.7M |
| HighTower Advisors, LLC | $335K | $34.0M |
| Jane Street Group, LLC | $528K | $1.6M |
| Susquehanna International Group, LLP | $1.0M | $529K |
| Citadel Advisors LLC | $982K | $202K |
| Wells Fargo & Company | $123 | $20 |
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: USD institutional holders, ROCY institutional holders.
Frequently asked questions
How much do USD and ROCY overlap?
16.8% by weight, with 9 holdings in common, using holdings for USD as of May 31, 2026 and ROCY as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both USD and ROCY?
6 Form 13F filers report positions in both, out of 83 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%.