DFSI vs AGGY overlap
DFSI and AGGY overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (DFSI: July 31, 2026, AGGY: 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: DFSI, SEC Form N-PORT, July 31, 2026; AGGY, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | DFSI | AGGY |
|---|---|---|
| Mercer Global Advisors Inc. | $11.2M | $58.0M |
| LPL Financial LLC | $2.3M | $64.2M |
| Savant Capital, LLC | $14.0M | $49.5M |
| HighTower Advisors, LLC | $1.4M | $24.9M |
| Raymond James Financial Inc. | $4.5M | $16.3M |
| Morgan Stanley | $311K | $18.1M |
| Bank of New York Mellon Corp | $10.3M | $1.2M |
| Smartleaf Asset Management LLC | $63K | $11.0M |
| Fiduciary Financial Advisors | $81K | $9.8M |
| Focus Partners Advisor Solutions, LLC | $8.3M | $268K |
| Osaic Holdings, Inc. | $1.0M | $5.9M |
| Private Advisor Group, LLC | $617K | $6.2M |
| Corient Private Wealth LP | $5.3M | $1.3M |
| Betterment LLC | $5.0M | $1.6M |
| Stifel Financial Corp. | $232K | $6.2M |
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: DFSI institutional holders, AGGY institutional holders.
Frequently asked questions
How much do DFSI and AGGY overlap?
0.0% by weight, with 0 holdings in common, using holdings for DFSI as of July 31, 2026 and AGGY as of May 31, 2026.
Do institutions hold both DFSI and AGGY?
37 Form 13F filers report positions in both, out of 375 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%.