FGD vs DIVB overlap
FGD and DIVB overlap 4.7% by weight, across 13 shared holdings.
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Top shared holdings
| Holding | FGD | DIVB | Overlap |
|---|---|---|---|
| HP Inc.HPQ | 1.30% | 2.55% | 1.30% |
| Altria Group Inc.MO | 1.17% | 0.92% | 0.92% |
| Verizon CommunicVZ | 0.84% | 1.47% | 0.84% |
| United Parcel-BUPS | 0.96% | 0.44% | 0.44% |
| Prudentl FINLPRU | 1.04% | 0.28% | 0.28% |
| General Mills inGIS | 0.77% | 0.23% | 0.23% |
| Ford Motor CoF | 0.82% | 0.23% | 0.23% |
| T Rowe Price GRPTROW | 1.19% | 0.15% | 0.15% |
| Best BUY Co Inc.BBY | 1.17% | 0.12% | 0.12% |
| Lyondellbasell-aLYB | 0.73% | 0.10% | 0.10% |
| Onemain HoldingsOMF | 1.44% | 0.06% | 0.06% |
| Franklin RES Inc.BEN | 1.05% | 0.04% | 0.04% |
| Cal-Maine FoodsCALM | 1.52% | 0.04% | 0.04% |
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: FGD, SEC Form N-PORT, June 30, 2026; DIVB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | FGD | DIVB |
|---|---|---|
| LPL Financial LLC | $176.8M | $255.4M |
| Bank of America Corp. | $45.1M | $87.3M |
| Wells Fargo & Company | $123.9M | $1.4M |
| Morgan Stanley | $58.5M | $9.6M |
| Steward Partners Investment Advisory, LLC | $3.5M | $49.5M |
| Raymond James Financial Inc. | $39.3M | $6.8M |
| Commonwealth Equity Services, LLC | $17.0M | $15.9M |
| Cetera Investment Advisers | $16.6M | $14.3M |
| Royal Bank of Canada | $17.9M | $7.6M |
| Janney Montgomery Scott LLC | $17.0M | $4.6M |
| Envestnet Asset Management Inc. | $14.9M | $6.5M |
| AE Wealth Management LLC | $19.9M | $130K |
| Aptus Capital Advisors, LLC | $20K | $19.8M |
| IFG Advisory, LLC | $1.2M | $15.7M |
| Focus Financial Network, Inc. | $12.5M | $215K |
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: FGD institutional holders, DIVB institutional holders.
Frequently asked questions
How much do FGD and DIVB overlap?
4.7% by weight, with 13 holdings in common, using holdings for FGD as of June 30, 2026 and DIVB as of July 31, 2026. The largest shared position is HPQ.
Do institutions hold both FGD and DIVB?
63 Form 13F filers report positions in both, out of 315 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%.