USSG vs MFSV overlap
USSG and MFSV overlap 12.3% by weight, across 29 shared holdings.
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Top shared holdings
| Holding | USSG | MFSV | Overlap |
|---|---|---|---|
| Johnson&JohnsonJNJ | 1.59% | 1.47% | 1.47% |
| Procter & GamblePG | 0.97% | 1.23% | 0.97% |
| Alphabet Inc.-aGOOGL | 6.48% | 0.95% | 0.95% |
| Home Depot Inc.HD | 0.92% | 1.47% | 0.92% |
| Caterpillar Inc.CAT | 1.19% | 0.80% | 0.80% |
| Morgan StanleyMS | 0.72% | 2.95% | 0.72% |
| Analog DevicesADI | 0.59% | 2.74% | 0.59% |
| Microsoft Corp.MSFT | 9.30% | 0.57% | 0.57% |
| American ExpressAXP | 0.49% | 1.66% | 0.49% |
| Union PAC Corp.UNP | 0.45% | 1.96% | 0.45% |
| Eaton Corp. PLCETN | 0.45% | 1.45% | 0.45% |
| Salesforce Inc.CRM | 0.44% | 0.50% | 0.44% |
| Prologis Inc.PLD | 0.39% | 2.26% | 0.39% |
| Seagate TechnoloSTX | 0.56% | 0.34% | 0.34% |
| Accenture PLC-aACN | 0.34% | 1.30% | 0.34% |
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: USSG, SEC Form N-PORT, May 29, 2026; MFSV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | USSG | MFSV |
|---|---|---|
| LPL Financial LLC | $2.7M | $162.9M |
| Bank of America Corp. | $22.4M | $21.6M |
| FMR LLC | $43.7M | $914 |
| Envestnet Asset Management Inc. | $10.2M | $9.7M |
| Raymond James Financial Inc. | $533K | $15.3M |
| Commonwealth Equity Services, LLC | $2.4M | $6.1M |
| Cetera Investment Advisers | $3.3M | $4.6M |
| Goldman Sachs Group Inc. | $5.1M | $1.6M |
| WCG Wealth Advisors LLC | $1.2M | $3.5M |
| Morgan Stanley | $2.5M | $63K |
| Steward Partners Investment Advisory, LLC | $1.6M | $533K |
| Cambridge Investment Research Advisors, Inc. | $916K | $822K |
| Jane Street Group, LLC | $414K | $1.1M |
| Park Avenue Securities LLC | $1.1M | $416K |
| Susquehanna International Group, LLP | $231K | $1.1M |
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: USSG institutional holders, MFSV institutional holders.
Frequently asked questions
How much do USSG and MFSV overlap?
12.3% by weight, with 29 holdings in common, using holdings for USSG as of May 29, 2026 and MFSV as of May 31, 2026. The largest shared position is JNJ.
Do institutions hold both USSG and MFSV?
17 Form 13F filers report positions in both, out of 113 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%.