EDIV vs DGCB overlap
EDIV and DGCB 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: EDIV, SEC Form N-PORT, June 30, 2026; DGCB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | EDIV | DGCB |
|---|---|---|
| Bank of America Corp. | $81.7M | $54.1M |
| LPL Financial LLC | $87.9M | $2.8M |
| Vestmark Advisory Solutions, Inc. | $320K | $84.3M |
| Wells Fargo & Company | $54.2M | $4.9M |
| Envestnet Asset Management Inc. | $12.8M | $44.8M |
| Integrity Alliance, LLC. | $930K | $49.5M |
| Commonwealth Equity Services, LLC | $14.5M | $12.7M |
| Allworth Financial LP | $18K | $21.1M |
| Cambridge Investment Research Advisors, Inc. | $14.7M | $5.0M |
| Integrated Wealth Concepts LLC | $409K | $18.0M |
| UBS Group AG | $13.0M | $8K |
| MML Investors Services, LLC | $10.5M | $394K |
| Park Avenue Securities LLC | $350K | $10.4M |
| Kestra Private Wealth Services, LLC | $8.1M | $734K |
| AE Wealth Management LLC | $7.8M | $492K |
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: EDIV institutional holders, DGCB institutional holders.
Frequently asked questions
How much do EDIV and DGCB overlap?
0.0% by weight, with 0 holdings in common, using holdings for EDIV as of June 30, 2026 and DGCB as of July 31, 2026.
Do institutions hold both EDIV and DGCB?
37 Form 13F filers report positions in both, out of 313 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%.