FALN vs DFGX overlap
FALN and DFGX 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: FALN, SEC Form N-PORT, July 31, 2026; DFGX, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | FALN | DFGX |
|---|---|---|
| Bank of America Corp. | $200.0M | $17.9M |
| Morgan Stanley | $125.0M | $15K |
| LPL Financial LLC | $56.5M | $2.8M |
| Cambridge Investment Research Advisors, Inc. | $37.0M | $8.0M |
| Envestnet Asset Management Inc. | $10.9M | $31.9M |
| HighTower Advisors, LLC | $1.8M | $25.1M |
| Private Advisor Group, LLC | $4.5M | $15.4M |
| Assetmark, Inc. | $4.1M | $15.0M |
| UBS Group AG | $17.7M | $170K |
| Commonwealth Equity Services, LLC | $11.6M | $3.9M |
| OneDigital Investment Advisors LLC | $2.5M | $10.5M |
| Osaic Holdings, Inc. | $6.8M | $3.5M |
| Stratos Investment Management, LLC | $889K | $9.2M |
| Raymond James Financial Inc. | $4.0M | $4.9M |
| Wealth Enhancement Advisory Services, LLC | $7.1M | $299K |
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: FALN institutional holders, DFGX institutional holders.
Frequently asked questions
How much do FALN and DFGX overlap?
0.0% by weight, with 0 holdings in common, using holdings for FALN as of July 31, 2026 and DFGX as of July 31, 2026.
Do institutions hold both FALN and DFGX?
55 Form 13F filers report positions in both, out of 421 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%.