DGT vs CVIE overlap
DGT and CVIE overlap 18.5% by weight, across 43 shared holdings.
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Top shared holdings
| Holding | DGT | CVIE | Overlap |
|---|---|---|---|
| ASML Holding NVASML | 1.39% | 2.49% | 1.39% |
| Samsung Electron005930 | 0.87% | 3.56% | 0.87% |
| Royal Bank of CARY | 0.81% | 1.00% | 0.81% |
| HSBC Holdings PLHSBA | 0.79% | 1.07% | 0.79% |
| Mitsubishi UFJ F8306 | 0.72% | 0.75% | 0.72% |
| Novartis AG-REGNOVN | 0.71% | 1.00% | 0.71% |
| Roper TechnologiROP | 0.70% | 1.02% | 0.70% |
| Siemens AG-REGSIE | 0.68% | 0.90% | 0.68% |
| Astrazeneca PLCAZN | 0.65% | 1.01% | 0.65% |
| Nestle SA-REGNESN | 0.64% | 0.93% | 0.64% |
| Banco SantanderSAN | 0.78% | 0.63% | 0.63% |
| Allianz SE-REGALIZF | 0.65% | 0.62% | 0.62% |
| ABB Ltd.-REGABBN | 0.87% | 0.61% | 0.61% |
| Softbank Group C9984 | 0.74% | 0.50% | 0.50% |
| Toyota Motor7203 | 0.48% | 0.60% | 0.48% |
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: DGT, SEC Form N-PORT, June 30, 2026; CVIE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | DGT | CVIE |
|---|---|---|
| Commonwealth Equity Services, LLC | $595K | $67.8M |
| Ameriprise Financial Inc. | $15.6M | $31.4M |
| LPL Financial LLC | $46.0M | $383K |
| Morgan Stanley | $33.8M | $12.5M |
| Cambridge Investment Research Advisors, Inc. | $22.6M | $3.0M |
| Cetera Investment Advisers | $14.3M | $1.4M |
| Raymond James Financial Inc. | $2.7M | $8.1M |
| Northwestern Mutual Wealth Management Co | $5.0M | $4.7M |
| Mercer Global Advisors Inc. | $261K | $7.5M |
| Modern Wealth Management, LLC | $753K | $6.9M |
| Osaic Holdings, Inc. | $5.5M | $991K |
| Envestnet Asset Management Inc. | $2.6M | $1.7M |
| Jane Street Group, LLC | $2.7M | $893K |
| Kestra Advisory Services, LLC | $391K | $1.4M |
| Sigma Planning Corp | $210K | $1.0M |
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: DGT institutional holders, CVIE institutional holders.
Frequently asked questions
How much do DGT and CVIE overlap?
18.5% by weight, with 43 holdings in common, using holdings for DGT as of June 30, 2026 and CVIE as of June 30, 2026. The largest shared position is ASML.
Do institutions hold both DGT and CVIE?
21 Form 13F filers report positions in both, out of 168 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%.