DFUV vs COWZ overlap
DFUV and COWZ overlap 16.0% by weight, across 72 shared holdings.
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Top shared holdings
| Holding | DFUV | COWZ | Overlap |
|---|---|---|---|
| Verizon CommunicVZ | 1.17% | 1.97% | 1.17% |
| At&T Inc.T | 0.90% | 1.95% | 0.90% |
| Pfizer Inc.PFE | 0.75% | 1.84% | 0.75% |
| Bristol-MYER SQBBMY | 0.72% | 2.18% | 0.72% |
| UBER TechnologieUBER | 0.58% | 1.90% | 0.58% |
| Newmont Corp.NEM | 0.58% | 1.80% | 0.58% |
| Salesforce Inc.CRM | 0.54% | 1.90% | 0.54% |
| Marathon PetroleMPC | 0.51% | 2.06% | 0.51% |
| Valero EnergyVLO | 0.49% | 1.68% | 0.49% |
| T-Mobile US Inc.TMUS | 0.49% | 1.85% | 0.49% |
| EOG ResourcesEOG | 0.47% | 1.28% | 0.47% |
| General DynamicsGD | 0.46% | 2.05% | 0.46% |
| Comcast Corp.-aCMCSA | 0.46% | 1.92% | 0.46% |
| SLB Ltd.SLB | 0.40% | 1.19% | 0.40% |
| Ford Motor CoF | 0.33% | 1.88% | 0.33% |
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: DFUV, SEC Form N-PORT, July 31, 2026; COWZ, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | DFUV | COWZ |
|---|---|---|
| Mercer Global Advisors Inc. | $2.4B | $22.1M |
| Bank of America Corp. | $10.1M | $2.2B |
| LPL Financial LLC | $73.8M | $1.1B |
| Morgan Stanley | $16.3M | $889.1M |
| Savant Capital, LLC | $839.1M | $3.6M |
| Focus Partners Wealth | $782.1M | $30.0M |
| Raymond James Financial Inc. | $77.5M | $515.2M |
| Northwestern Mutual Wealth Management Co | $7.0M | $457.4M |
| Cambridge Investment Research Advisors, Inc. | $13.8M | $389.7M |
| Wells Fargo & Company | $13.4M | $388.7M |
| Cetera Investment Advisers | $25.8M | $336.1M |
| HighTower Advisors, LLC | $243.8M | $111.9M |
| UBS Group AG | $25.2M | $260.1M |
| Focus Partners Advisor Solutions, LLC | $275.0M | $8.4M |
| Creative Planning | $267.6M | $2.5M |
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: DFUV institutional holders, COWZ institutional holders.
Frequently asked questions
How much do DFUV and COWZ overlap?
16.0% by weight, with 72 holdings in common, using holdings for DFUV as of July 31, 2026 and COWZ as of July 31, 2026. The largest shared position is VZ.
Do institutions hold both DFUV and COWZ?
264 Form 13F filers report positions in both, out of 1,395 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%.