DFIC vs BBJP overlap
DFIC and BBJP overlap 11.7% by weight, across 161 shared holdings.
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Top shared holdings
| Holding | DFIC | BBJP | Overlap |
|---|---|---|---|
| Toyota Motor7203 | 0.46% | 3.99% | 0.46% |
| Mitsubishi UFJ F8306 | 0.36% | 4.65% | 0.36% |
| Hitachi Ltd.6501 | 0.32% | 2.72% | 0.32% |
| SONY Group Corp.6758 | 0.31% | 2.56% | 0.31% |
| Advantest Corp.6857 | 0.28% | 2.64% | 0.28% |
| Tokyo Electron8035 | 0.26% | 2.72% | 0.26% |
| Tokio Marine HD8766 | 0.22% | 1.79% | 0.22% |
| KDDI Corp.9433 | 0.20% | 0.98% | 0.20% |
| Recruit Holdings6098 | 0.19% | 2.03% | 0.19% |
| SMFG8316 | 0.17% | 3.02% | 0.17% |
| Mizuho Financial8411 | 0.17% | 2.35% | 0.17% |
| Inpex Corp.1605 | 0.16% | 0.38% | 0.16% |
| Ibiden Co Ltd.4062 | 0.16% | 0.47% | 0.16% |
| Furukawa Elect5801 | 0.15% | 0.25% | 0.15% |
| Fujikura Ltd.5803 | 0.15% | 0.77% | 0.15% |
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: DFIC, SEC Form N-PORT, July 31, 2026; BBJP, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | DFIC | BBJP |
|---|---|---|
| JPMorgan Chase & Co | $23.3M | $10.3B |
| Mercer Global Advisors Inc. | $1.5B | $1.1M |
| Morgan Stanley | $3.3M | $356.1M |
| Envestnet Asset Management Inc. | $222.1M | $5.9M |
| HighTower Advisors, LLC | $161.3M | $52.1M |
| Bank of America Corp. | $55.8M | $136.1M |
| LPL Financial LLC | $147.7M | $34.7M |
| Focus Partners Wealth | $127.5M | $3.8M |
| Assetmark, Inc. | $116.7M | $964K |
| Pathstone Holdings, LLC | $95.8M | $902K |
| Asset Dedication, LLC | $91.7M | $14K |
| Baird Financial Group, Inc. | $71.1M | $4.6M |
| Cambridge Investment Research Advisors, Inc. | $67.5M | $824K |
| Vestmark Advisory Solutions, Inc. | $60.4M | $7.7M |
| Savant Capital, LLC | $62.4M | $5.7M |
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: DFIC institutional holders, BBJP institutional holders.
Frequently asked questions
How much do DFIC and BBJP overlap?
11.7% by weight, with 161 holdings in common, using holdings for DFIC as of July 31, 2026 and BBJP as of July 31, 2026. The largest shared position is 7203.
Do institutions hold both DFIC and BBJP?
109 Form 13F filers report positions in both, out of 785 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%.