DFAT vs COWZ overlap
DFAT and COWZ overlap 2.0% by weight, across 7 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | DFAT | COWZ | Overlap |
|---|---|---|---|
| Ovintiv Inc.OVV | 0.79% | 0.56% | 0.56% |
| CF Industries HOCF | 0.47% | 0.53% | 0.47% |
| Viatris Inc.VTRS | 0.35% | 0.54% | 0.35% |
| TD Synnex Corp.SNX | 0.33% | 0.35% | 0.33% |
| Textron Inc.TXT | 0.17% | 0.24% | 0.17% |
| PTC Inc.PTC | 0.10% | 0.28% | 0.10% |
| SS&C TechnologieSSNC | 0.06% | 0.48% | 0.06% |
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: DFAT, SEC Form N-PORT, July 31, 2026; COWZ, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | DFAT | COWZ |
|---|---|---|
| Bank of America Corp. | $113.2M | $2.2B |
| LPL Financial LLC | $88.0M | $1.1B |
| Creative Planning | $930.0M | $2.5M |
| Morgan Stanley | $17.1M | $889.1M |
| Focus Partners Wealth | $873.2M | $30.0M |
| Raymond James Financial Inc. | $128.3M | $515.2M |
| Northwestern Mutual Wealth Management Co | $22.0M | $457.4M |
| Cambridge Investment Research Advisors, Inc. | $41.6M | $389.7M |
| Focus Partners Advisor Solutions, LLC | $393.7M | $8.4M |
| Pure Financial Advisors, LLC | $399.3M | $329K |
| Wells Fargo & Company | $1.8M | $388.7M |
| Cetera Investment Advisers | $46.3M | $336.1M |
| Savant Capital, LLC | $375.0M | $3.6M |
| EP Wealth Advisors, LLC | $332.2M | $1.1M |
| UBS Group AG | $37.0M | $260.1M |
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: DFAT institutional holders, COWZ institutional holders.
Frequently asked questions
How much do DFAT and COWZ overlap?
2.0% by weight, with 7 holdings in common, using holdings for DFAT as of July 31, 2026 and COWZ as of July 31, 2026. The largest shared position is OVV.
Do institutions hold both DFAT and COWZ?
288 Form 13F filers report positions in both, out of 1,429 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%.