USSE vs ESN overlap
USSE and ESN overlap 17.4% by weight, across 7 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | USSE | ESN | Overlap |
|---|---|---|---|
| PALO ALTO NetworPANW | 6.92% | 3.39% | 3.39% |
| Apple Inc.AAPL | 4.74% | 2.74% | 2.74% |
| Amazon.COM Inc.AMZN | 5.50% | 2.52% | 2.52% |
| ELI Lilly & CoLLY | 4.52% | 2.31% | 2.31% |
| VISA Inc.-Class aV | 4.33% | 2.17% | 2.17% |
| Microsoft Corp.MSFT | 5.38% | 2.16% | 2.16% |
| JPMorgan ChaseJPM | 4.27% | 2.10% | 2.10% |
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: USSE, SEC Form N-PORT, June 30, 2026; ESN, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | USSE | ESN |
|---|---|---|
| UBS Group AG | $62K | $19.6M |
| GTS Securities LLC | $431K | $1.7M |
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: USSE institutional holders, ESN institutional holders.
Frequently asked questions
How much do USSE and ESN overlap?
17.4% by weight, with 7 holdings in common, using holdings for USSE as of June 30, 2026 and ESN as of May 31, 2026. The largest shared position is PANW.
Do institutions hold both USSE and ESN?
2 Form 13F filers report positions in both, out of 33 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%.