MGK vs DFUS overlap
MGK and DFUS overlap 46.3% by weight, across 53 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | MGK | DFUS | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 13.27% | 6.75% | 6.75% |
| Apple Inc.AAPL | 12.17% | 6.45% | 6.45% |
| Microsoft Corp.MSFT | 7.50% | 4.99% | 4.99% |
| Amazon.COM Inc.AMZN | 4.46% | 3.83% | 3.83% |
| Alphabet Inc.-aGOOGL | 5.92% | 3.00% | 3.00% |
| Broadcom Inc.AVGO | 4.27% | 2.63% | 2.63% |
| Alphabet Inc.-CGOOG | 4.66% | 2.48% | 2.48% |
| META Platforms-aMETA | 4.08% | 1.77% | 1.77% |
| ELI Lilly & CoLLY | 3.40% | 1.33% | 1.33% |
| Tesla Inc.TSLA | 3.93% | 1.27% | 1.27% |
| ADV Micro DeviceAMD | 3.19% | 1.12% | 1.12% |
| VISA Inc.-Class aV | 1.82% | 0.88% | 0.88% |
| Mastercard Inc.-aMA | 1.47% | 0.68% | 0.68% |
| Intel Corp.INTC | 1.10% | 0.62% | 0.62% |
| Applied MaterialAMAT | 1.13% | 0.58% | 0.58% |
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: MGK, SEC Form N-PORT, June 30, 2026; DFUS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | MGK | DFUS |
|---|---|---|
| Assetmark, Inc. | $3.7B | $56.2M |
| Cassaday & Co Wealth Management LLC | $1.7B | $465K |
| Morgan Stanley | $1.2B | $25.1M |
| Bank of America Corp. | $883.6M | $145.2M |
| LPL Financial LLC | $512.8M | $279.2M |
| Focus Partners Wealth | $13.5M | $773.8M |
| UBS Group AG | $452.6M | $18.3M |
| Captrust Financial Advisors | $369.0M | $75.6M |
| Envestnet Asset Management Inc. | $312.4M | $117.1M |
| Root Financial Partners, LLC | $468K | $426.0M |
| Vise Technologies, Inc. | $1.8M | $396.5M |
| Plancorp, LLC | $2.8M | $362.5M |
| Ameriprise Financial Inc. | $341.6M | $957K |
| Creative Planning | $57.4M | $272.1M |
| Mercer Global Advisors Inc. | $6.0M | $322.0M |
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: MGK institutional holders, DFUS institutional holders.
Frequently asked questions
How much do MGK and DFUS overlap?
46.3% by weight, with 53 holdings in common, using holdings for MGK as of June 30, 2026 and DFUS as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both MGK and DFUS?
364 Form 13F filers report positions in both, out of 1,522 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%.