FBCG vs DFLV overlap
FBCG and DFLV overlap 11.8% by weight, across 55 shared holdings.
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Top shared holdings
| Holding | FBCG | DFLV | Overlap |
|---|---|---|---|
| Amazon.COM Inc.AMZN | 5.86% | 4.00% | 4.00% |
| Micron TechMU | 1.97% | 2.30% | 1.97% |
| META Platforms-aMETA | 2.31% | 0.79% | 0.79% |
| Unitedhealth GRPUNH | 0.68% | 1.54% | 0.68% |
| Target Corp.TGT | 0.56% | 0.66% | 0.56% |
| Delta Air LIDAL | 0.44% | 0.65% | 0.44% |
| United AirlinesUAL | 0.43% | 0.43% | 0.43% |
| Johnson&JohnsonJNJ | 0.25% | 2.38% | 0.25% |
| Goldman Sachs GPGS | 0.25% | 1.08% | 0.25% |
| Cummins Inc.CMI | 0.18% | 0.70% | 0.18% |
| UBER TechnologieUBER | 0.17% | 0.32% | 0.17% |
| Intel Corp.INTC | 0.16% | 0.81% | 0.16% |
| Morgan StanleyMS | 0.15% | 1.13% | 0.15% |
| Exxon Mobil Corp.XOM | 0.14% | 3.57% | 0.14% |
| On SemiconductorON | 0.12% | 0.15% | 0.12% |
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: FBCG, SEC Form N-PORT, July 31, 2026; DFLV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | FBCG | DFLV |
|---|---|---|
| FMR LLC | $1.2B | $105K |
| JPMorgan Chase & Co | $545.5M | $17.8M |
| Cetera Investment Advisers | $102.7M | $174.9M |
| Envestnet Asset Management Inc. | $177.6M | $29.1M |
| Commonwealth Equity Services, LLC | $180.8M | $19.7M |
| Vise Technologies, Inc. | $1.4M | $181.6M |
| Bank of America Corp. | $100.5M | $40.5M |
| OneDigital Investment Advisors LLC | $97.3M | $36.5M |
| Corient Private Wealth LP | $363K | $131.2M |
| LPL Financial LLC | $44.0M | $75.5M |
| Cerity Partners LLC | $816K | $113.8M |
| Morgan Stanley | $112.9M | $1.3M |
| EP Wealth Advisors, LLC | $412K | $108.1M |
| HighTower Advisors, LLC | $18.8M | $88.9M |
| Beacon Pointe Advisors, LLC | $217K | $91.4M |
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: FBCG institutional holders, DFLV institutional holders.
Frequently asked questions
How much do FBCG and DFLV overlap?
11.8% by weight, with 55 holdings in common, using holdings for FBCG as of July 31, 2026 and DFLV as of July 31, 2026. The largest shared position is AMZN.
Do institutions hold both FBCG and DFLV?
89 Form 13F filers report positions in both, out of 621 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%.