DFEM vs BBCA overlap
DFEM and BBCA overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: DFEM, SEC Form N-PORT, July 31, 2026; BBCA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | DFEM | BBCA |
|---|---|---|
| JPMorgan Chase & Co | $6.2M | $7.1B |
| Focus Partners Wealth | $402.3M | $634K |
| Savant Capital, LLC | $177.8M | $368K |
| HighTower Advisors, LLC | $129.7M | $37.2M |
| LPL Financial LLC | $92.1M | $17.6M |
| Envestnet Asset Management Inc. | $59.7M | $49.2M |
| Asset Dedication, LLC | $100.1M | $5K |
| Corient Private Wealth LP | $95.1M | $2.1M |
| Bank of Montreal | $72.9M | $2.0M |
| Beacon Pointe Advisors, LLC | $72.2M | $226K |
| Mariner, LLC | $60.0M | $1.0M |
| OneDigital Investment Advisors LLC | $45.3M | $753K |
| Assetmark, Inc. | $151K | $45.3M |
| Mercer Global Advisors Inc. | $44.0M | $783K |
| Cambridge Investment Research Advisors, Inc. | $43.7M | $484K |
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: DFEM institutional holders, BBCA institutional holders.
Frequently asked questions
How much do DFEM and BBCA overlap?
0.0% by weight, with 0 holdings in common, using holdings for DFEM as of July 31, 2026 and BBCA as of July 31, 2026.
Do institutions hold both DFEM and BBCA?
103 Form 13F filers report positions in both, out of 750 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%.