FLQL vs DFSU overlap
FLQL and DFSU overlap 47.7% by weight, across 154 shared holdings.
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Top shared holdings
| Holding | FLQL | DFSU | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 6.72% | 6.46% | 6.46% |
| Apple Inc.AAPL | 6.88% | 6.31% | 6.31% |
| Microsoft Corp.MSFT | 3.82% | 3.14% | 3.14% |
| Amazon.COM Inc.AMZN | 3.07% | 3.32% | 3.07% |
| Alphabet Inc.-aGOOGL | 3.77% | 2.40% | 2.40% |
| Broadcom Inc.AVGO | 2.47% | 2.27% | 2.27% |
| Alphabet Inc.-CGOOG | 3.02% | 1.96% | 1.96% |
| META Platforms-aMETA | 1.81% | 3.09% | 1.81% |
| ELI Lilly & CoLLY | 1.38% | 1.41% | 1.38% |
| JPMorgan ChaseJPM | 1.11% | 1.62% | 1.11% |
| Johnson&JohnsonJNJ | 1.86% | 0.98% | 0.98% |
| Tesla Inc.TSLA | 1.35% | 0.71% | 0.71% |
| Abbvie Inc.ABBV | 1.66% | 0.69% | 0.69% |
| Goldman Sachs GPGS | 1.29% | 0.61% | 0.61% |
| Cisco SystemsCSCO | 1.52% | 0.55% | 0.55% |
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: FLQL, SEC Form N-PORT, June 30, 2026; DFSU, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | FLQL | DFSU |
|---|---|---|
| LPL Financial LLC | $68.7M | $8.6M |
| Cetera Investment Advisers | $47.6M | $322K |
| Morgan Stanley | $45.3M | $135K |
| Raymond James Financial Inc. | $36.4M | $4.5M |
| JPMorgan Chase & Co | $35.5M | $2.1M |
| Cambridge Investment Research Advisors, Inc. | $12.9M | $1.4M |
| Envestnet Asset Management Inc. | $10.8M | $682K |
| Wealthcare Advisory Partners LLC | $10.6M | $406K |
| Osaic Holdings, Inc. | $6.0M | $3.1M |
| Commonwealth Equity Services, LLC | $3.5M | $4.7M |
| Cerity Partners LLC | $5.9M | $2.1M |
| UBS Group AG | $7.3M | $25K |
| Royal Bank of Canada | $5.1M | $2.2M |
| Vise Technologies, Inc. | $378K | $6.1M |
| Root Financial Partners, LLC | $210K | $6.0M |
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: FLQL institutional holders, DFSU institutional holders.
Frequently asked questions
How much do FLQL and DFSU overlap?
47.7% by weight, with 154 holdings in common, using holdings for FLQL as of June 30, 2026 and DFSU as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both FLQL and DFSU?
33 Form 13F filers report positions in both, out of 344 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%.