DMBS vs BIZD overlap
DMBS and BIZD 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: DMBS, SEC Form N-PORT, June 30, 2026; BIZD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | DMBS | BIZD |
|---|---|---|
| Morgan Stanley | $8.8M | $108.1M |
| Osaic Holdings, Inc. | $54.5M | $3.0M |
| Wells Fargo & Company | $5K | $48.7M |
| Cambridge Associates LLC /MA/ | $21.7M | $24.1M |
| LPL Financial LLC | $1.2M | $36.2M |
| Envestnet Asset Management Inc. | $26.3M | $5.4M |
| Apollon Wealth Management, LLC | $4.0M | $18.0M |
| Park Avenue Securities LLC | $17.2M | $461K |
| Mariner, LLC | $9.5M | $3.3M |
| Savvy Advisors, Inc. | $12.2M | $338K |
| UBS Group AG | $2.1M | $6.0M |
| MML Investors Services, LLC | $6.7M | $1.2M |
| Integrated Wealth Concepts LLC | $5.6M | $1.5M |
| Royal Bank of Canada | $16K | $6.9M |
| Captrust Financial Advisors | $5.6M | $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: DMBS institutional holders, BIZD institutional holders.
Frequently asked questions
How much do DMBS and BIZD overlap?
0.0% by weight, with 0 holdings in common, using holdings for DMBS as of June 30, 2026 and BIZD as of June 30, 2026.
Do institutions hold both DMBS and BIZD?
36 Form 13F filers report positions in both, out of 332 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%.