DIAL vs CFO overlap
DIAL and CFO 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: DIAL, SEC Form N-PORT, July 31, 2026; CFO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | DIAL | CFO |
|---|---|---|
| Ameriprise Financial Inc. | $113.5M | $2.0M |
| LPL Financial LLC | $44.6M | $24.1M |
| Morgan Stanley | $15.8M | $20.4M |
| Cetera Investment Advisers | $665K | $35.2M |
| Raymond James Financial Inc. | $1.2M | $29.5M |
| Bank of America Corp. | $16.8M | $10.4M |
| Royal Bank of Canada | $6.5M | $16.3M |
| Wells Fargo & Company | $15.1M | $7.5M |
| UBS Group AG | $12.5M | $2.6M |
| Commonwealth Equity Services, LLC | $1.1M | $13.1M |
| Cambridge Investment Research Advisors, Inc. | $942K | $2.3M |
| Private Advisor Group, LLC | $1.7M | $1.1M |
| Citadel Advisors LLC | $2.1M | $327K |
| Osaic Holdings, Inc. | $609K | $1.2M |
| Susquehanna International Group, LLP | $405K | $1.2M |
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: DIAL institutional holders, CFO institutional holders.
Frequently asked questions
How much do DIAL and CFO overlap?
0.0% by weight, with 0 holdings in common, using holdings for DIAL as of July 31, 2026 and CFO as of June 30, 2026.
Do institutions hold both DIAL and CFO?
23 Form 13F filers report positions in both, out of 102 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%.