DFSD vs BKLN overlap
DFSD and BKLN overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (DFSD: July 31, 2026, BKLN: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: DFSD, SEC Form N-PORT, July 31, 2026; BKLN, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | DFSD | BKLN |
|---|---|---|
| Focus Partners Wealth | $346.4M | $782K |
| Morgan Stanley | $263K | $286.3M |
| Apella Capital, LLC | $258.5M | $1.5M |
| Goldman Sachs Group Inc. | $207K | $233.1M |
| UBS Group AG | $1.2M | $217.1M |
| OneDigital Investment Advisors LLC | $185.3M | $784K |
| Envestnet Asset Management Inc. | $128.1M | $56.5M |
| Bank of America Corp. | $40.5M | $118.2M |
| Assetmark, Inc. | $61.3M | $89.2M |
| LPL Financial LLC | $21.7M | $122.9M |
| JPMorgan Chase & Co | $2.4M | $121.7M |
| HighTower Advisors, LLC | $95.3M | $2.6M |
| Wells Fargo & Company | $125K | $70.0M |
| Commonwealth Equity Services, LLC | $58.7M | $5.0M |
| Park Avenue Securities LLC | $43.1M | $15.7M |
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: DFSD institutional holders, BKLN institutional holders.
Frequently asked questions
How much do DFSD and BKLN overlap?
0.0% by weight, with 0 holdings in common, using holdings for DFSD as of July 31, 2026 and BKLN as of May 31, 2026.
Do institutions hold both DFSD and BKLN?
101 Form 13F filers report positions in both, out of 853 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%.