EXI vs DGS overlap
EXI and DGS 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: EXI, SEC Form N-PORT, June 30, 2026; DGS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | EXI | DGS |
|---|---|---|
| BlackRock, Inc. | $115.6M | $6.2M |
| Bank of America Corp. | $22.8M | $83.9M |
| Morgan Stanley | $33.3M | $36.8M |
| HighTower Advisors, LLC | $27.8M | $34.1M |
| JPMorgan Chase & Co | $43.8M | $183K |
| National Bank of Canada | $286K | $39.7M |
| LPL Financial LLC | $7.5M | $26.1M |
| Envestnet Asset Management Inc. | $1.1M | $29.9M |
| Captrust Financial Advisors | $305K | $28.3M |
| Fifth Third Bancorp | $868K | $24.5M |
| Raymond James Financial Inc. | $3.4M | $21.8M |
| Osaic Holdings, Inc. | $885K | $24.0M |
| Wells Fargo & Company | $6.0M | $16.9M |
| Cambridge Investment Research Advisors, Inc. | $4.9M | $16.1M |
| Assetmark, Inc. | $52K | $20.8M |
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: EXI institutional holders, DGS institutional holders.
Frequently asked questions
How much do EXI and DGS overlap?
0.0% by weight, with 0 holdings in common, using holdings for EXI as of June 30, 2026 and DGS as of June 30, 2026.
Do institutions hold both EXI and DGS?
57 Form 13F filers report positions in both, out of 327 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%.