DGS vs APIE overlap
DGS and APIE 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: DGS, SEC Form N-PORT, June 30, 2026; APIE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | DGS | APIE |
|---|---|---|
| Envestnet Asset Management Inc. | $29.9M | $512.9M |
| LPL Financial LLC | $26.1M | $41.1M |
| Morgan Stanley | $36.8M | $164K |
| Osaic Holdings, Inc. | $24.0M | $8.3M |
| Park Avenue Securities LLC | $17.6M | $6.4M |
| MML Investors Services, LLC | $4.4M | $18.4M |
| Assetmark, Inc. | $20.8M | $391K |
| Cambridge Investment Research Advisors, Inc. | $16.1M | $786K |
| Cetera Investment Advisers | $4.9M | $9.6M |
| &Partners | $367K | $9.1M |
| UBS Group AG | $8.0M | $86K |
| Spire Wealth Management | $68K | $3.7M |
| Susquehanna International Group, LLP | $1.2M | $2.1M |
| Farther Finance Advisors, LLC | $487K | $2.1M |
| Mariner, LLC | $1.7M | $715K |
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: DGS institutional holders, APIE institutional holders.
Frequently asked questions
How much do DGS and APIE overlap?
0.0% by weight, with 0 holdings in common, using holdings for DGS as of June 30, 2026 and APIE as of May 31, 2026.
Do institutions hold both DGS and APIE?
20 Form 13F filers report positions in both, out of 278 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%.