DFSB vs CNEQ overlap
DFSB and CNEQ 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: DFSB, SEC Form N-PORT, July 31, 2026; CNEQ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | DFSB | CNEQ |
|---|---|---|
| LPL Financial LLC | $2.6M | $82.2M |
| Commonwealth Equity Services, LLC | $1.1M | $10.3M |
| Envestnet Asset Management Inc. | $270K | $9.0M |
| NewEdge Advisors, LLC | $202K | $7.0M |
| HighTower Advisors, LLC | $1.0M | $4.7M |
| Wealth Enhancement Advisory Services, LLC | $5.3M | $275K |
| Citadel Advisors LLC | $4.7M | $642K |
| Osaic Holdings, Inc. | $1.6M | $2.7M |
| Cambridge Investment Research Advisors, Inc. | $1.9M | $422K |
| Farther Finance Advisors, LLC | $2.3M | $7K |
| Kestra Advisory Services, LLC | $501K | $963K |
| Fiduciary Financial Advisors | $1.3M | $101K |
| Royal Bank of Canada | $297K | $1.1M |
| Private Advisor Group, LLC | $640K | $475K |
| Allworth Financial LP | $3K | $259K |
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: DFSB institutional holders, CNEQ institutional holders.
Frequently asked questions
How much do DFSB and CNEQ overlap?
0.0% by weight, with 0 holdings in common, using holdings for DFSB as of July 31, 2026 and CNEQ as of June 30, 2026.
Do institutions hold both DFSB and CNEQ?
16 Form 13F filers report positions in both, out of 199 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%.