MFSV vs EQAL overlap
MFSV and EQAL overlap 5.5% by weight, across 59 shared holdings.
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Top shared holdings
| Holding | MFSV | EQAL | Overlap |
|---|---|---|---|
| ConocophillipsCOP | 1.81% | 0.21% | 0.21% |
| Exxon Mobil Corp.XOM | 2.74% | 0.21% | 0.21% |
| Dominion EnergyD | 1.82% | 0.21% | 0.21% |
| Chevron Corp.CVX | 2.01% | 0.21% | 0.21% |
| Alliant EnergyLNT | 1.57% | 0.20% | 0.20% |
| XCEL Energy Inc.XEL | 1.23% | 0.19% | 0.19% |
| CMS Energy Corp.CMS | 1.04% | 0.19% | 0.19% |
| Southern CoSO | 2.00% | 0.19% | 0.19% |
| DUKE Energy Corp.DUK | 2.13% | 0.18% | 0.18% |
| Mondelez Inter-aMDLZ | 1.02% | 0.18% | 0.18% |
| Philip Morris inPM | 1.00% | 0.17% | 0.17% |
| Kimberly-ClarkKMB | 0.78% | 0.16% | 0.16% |
| Procter & GamblePG | 1.23% | 0.15% | 0.15% |
| Humana Inc.HUM | 1.14% | 0.15% | 0.15% |
| Prologis Inc.PLD | 2.26% | 0.15% | 0.15% |
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: MFSV, SEC Form N-PORT, May 31, 2026; EQAL, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | MFSV | EQAL |
|---|---|---|
| Stifel Financial Corp. | $2.4M | $274.2M |
| LPL Financial LLC | $162.9M | $13.5M |
| Bank of America Corp. | $21.6M | $23.7M |
| Jones Financial Companies LLLP | $41.1M | $914K |
| Arkadios Wealth Advisors | $29.0M | $3.0M |
| Raymond James Financial Inc. | $15.3M | $3.1M |
| Morgan Stanley | $63K | $12.6M |
| Envestnet Asset Management Inc. | $9.7M | $2.7M |
| Commonwealth Equity Services, LLC | $6.1M | $1.1M |
| Cetera Investment Advisers | $4.6M | $2.1M |
| Goldman Sachs Group Inc. | $1.6M | $4.4M |
| Susquehanna International Group, LLP | $1.1M | $1.6M |
| Royal Bank of Canada | $210K | $1.8M |
| FMR LLC | $914 | $624K |
| IFG Advisory, LLC | $193K | $31K |
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: MFSV institutional holders, EQAL institutional holders.
Frequently asked questions
How much do MFSV and EQAL overlap?
5.5% by weight, with 59 holdings in common, using holdings for MFSV as of May 31, 2026 and EQAL as of May 31, 2026. The largest shared position is COP.
Do institutions hold both MFSV and EQAL?
17 Form 13F filers report positions in both, out of 126 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%.