DVYE vs CATH overlap
DVYE and CATH 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: DVYE, SEC Form N-PORT, July 31, 2026; CATH, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | DVYE | CATH |
|---|---|---|
| Bank of America Corp. | $70.8M | $41.2M |
| Morgan Stanley | $47.1M | $47.6M |
| LPL Financial LLC | $40.2M | $15.4M |
| Keybank National Association | $37.2M | $4.2M |
| Creative Planning | $34.7M | $3.5M |
| UBS Group AG | $33.6M | $4.0M |
| Truist Financial Corp. | $2.7M | $29.7M |
| Royal Bank of Canada | $10.4M | $6.5M |
| Susquehanna International Group, LLP | $12.0M | $2.8M |
| Wells Fargo & Company | $17K | $14.6M |
| Corient Private Wealth LP | $214K | $14.3M |
| Ameriprise Financial Inc. | $2.7M | $9.7M |
| Raymond James Financial Inc. | $5.8M | $5.5M |
| Commonwealth Equity Services, LLC | $7.8M | $2.7M |
| Osaic Holdings, Inc. | $7.8M | $1.5M |
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: DVYE institutional holders, CATH institutional holders.
Frequently asked questions
How much do DVYE and CATH overlap?
0.0% by weight, with 0 holdings in common, using holdings for DVYE as of July 31, 2026 and CATH as of July 31, 2026.
Do institutions hold both DVYE and CATH?
45 Form 13F filers report positions in both, out of 367 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%.