DFGP vs CWI overlap
DFGP and CWI 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: DFGP, SEC Form N-PORT, July 31, 2026; CWI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | DFGP | CWI |
|---|---|---|
| Bank of America Corp. | $38.6M | $381.3M |
| Merit Financial Group, LLC | $1.7M | $152.6M |
| LPL Financial LLC | $8.0M | $67.9M |
| Envestnet Asset Management Inc. | $38.8M | $32.6M |
| Beacon Pointe Advisors, LLC | $63.7M | $2.8M |
| Truist Financial Corp. | $2.2M | $41.8M |
| AE Wealth Management LLC | $33.3M | $340K |
| Commonwealth Equity Services, LLC | $23.8M | $9.0M |
| Allworth Financial LP | $32.5M | $2K |
| Integrated Wealth Concepts LLC | $30.2M | $528K |
| Private Advisor Group, LLC | $751K | $25.1M |
| Savant Capital, LLC | $15.5M | $8.9M |
| Focus Partners Advisor Solutions, LLC | $1.5M | $18.1M |
| NewEdge Advisors, LLC | $3.4M | $15.0M |
| Cambridge Investment Research Advisors, Inc. | $5.9M | $12.3M |
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: DFGP institutional holders, CWI institutional holders.
Frequently asked questions
How much do DFGP and CWI overlap?
0.0% by weight, with 0 holdings in common, using holdings for DFGP as of July 31, 2026 and CWI as of June 30, 2026.
Do institutions hold both DFGP and CWI?
50 Form 13F filers report positions in both, out of 408 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%.