DIVZ vs AFSM overlap
DIVZ and AFSM 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: DIVZ, SEC Form N-PORT, June 30, 2026; AFSM, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | DIVZ | AFSM |
|---|---|---|
| JPMorgan Chase & Co | $264 | $5.5M |
| Osaic Holdings, Inc. | $424K | $1.6M |
| Thrivent Financial for Lutherans | $696K | $526K |
| Jane Street Group, LLC | $237K | $205K |
| Harbour Investments, Inc. | $6K | $40K |
| Morgan Stanley | $7K | $23K |
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: DIVZ institutional holders, AFSM institutional holders.
Frequently asked questions
How much do DIVZ and AFSM overlap?
0.0% by weight, with 0 holdings in common, using holdings for DIVZ as of June 30, 2026 and AFSM as of May 31, 2026.
Do institutions hold both DIVZ and AFSM?
6 Form 13F filers report positions in both, out of 56 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%.