EDGI vs DIVZ overlap

EDGI and DIVZ overlap 0.0% by weight, across 0 shared holdings.

EDGIDIVZ

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

EDGI0.0% of the fund is in shared holdings, of 10

DIVZ0.0% of the fund is in shared holdings, of 29

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: EDGI, SEC Form N-PORT, June 30, 2026; DIVZ, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 42 holding any

EDGI23.0% of its 13F dollars, 14.3% of its 21 holders

DIVZ5.3% of its 13F dollars, 12.5% of its 24 holders

Largest institutions holding both

Firm	EDGI	DIVZ
Osaic Holdings, Inc.	$20.6M	$424K
Cambridge Investment Research Advisors, Inc.	$286K	$4.3M
Harbour Investments, Inc.	$40K	$6K

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: EDGI institutional holders, DIVZ institutional holders.

Frequently asked questions

How much do EDGI and DIVZ overlap?

0.0% by weight, with 0 holdings in common, using holdings for EDGI as of June 30, 2026 and DIVZ as of June 30, 2026.

Do institutions hold both EDGI and DIVZ?

3 Form 13F filers report positions in both, out of 42 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%.