USMC vs DSI overlap
USMC and DSI overlap 27.4% by weight, across 10 shared holdings.
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Top shared holdings
| Holding | USMC | DSI | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 7.54% | 13.42% | 7.54% |
| Alphabet Inc.-aGOOGL | 5.80% | 6.00% | 5.80% |
| Microsoft Corp.MSFT | 4.30% | 9.49% | 4.30% |
| Tesla Inc.TSLA | 2.32% | 2.54% | 2.32% |
| VISA Inc.-Class aV | 4.33% | 1.78% | 1.78% |
| Mastercard Inc.-aMA | 4.01% | 1.36% | 1.36% |
| Abbvie Inc.ABBV | 3.39% | 1.29% | 1.29% |
| Caterpillar Inc.CAT | 3.18% | 1.10% | 1.10% |
| Procter & GamblePG | 2.74% | 0.97% | 0.97% |
| Home Depot Inc.HD | 2.05% | 0.96% | 0.96% |
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: USMC, SEC Form N-PORT, June 30, 2026; DSI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | USMC | DSI |
|---|---|---|
| Morgan Stanley | $51.3M | $602.6M |
| Envestnet Asset Management Inc. | $339.2M | $248.0M |
| LPL Financial LLC | $79.3M | $175.0M |
| Bank of America Corp. | $1.7M | $200.1M |
| JPMorgan Chase & Co | $6.2M | $163.1M |
| Wells Fargo & Company | $76.2M | $30.6M |
| Raymond James Financial Inc. | $47.1M | $25.2M |
| UBS Group AG | $1.5M | $58.0M |
| US Bancorp | $4.5M | $45.9M |
| Integrated Wealth Concepts LLC | $35.0M | $9.4M |
| Goldman Sachs Group Inc. | $1.2M | $42.6M |
| Rockefeller Capital Management L.P. | $7K | $43.0M |
| Osaic Holdings, Inc. | $15.6M | $24.8M |
| Commonwealth Equity Services, LLC | $4.2M | $32.4M |
| Cetera Investment Advisers | $3.2M | $29.2M |
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: USMC institutional holders, DSI institutional holders.
Frequently asked questions
How much do USMC and DSI overlap?
27.4% by weight, with 10 holdings in common, using holdings for USMC as of June 30, 2026 and DSI as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both USMC and DSI?
55 Form 13F filers report positions in both, out of 664 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%.