FOPC vs DDIV overlap

FOPC and DDIV overlap 0.0% by weight, across 0 shared holdings.

FOPCDDIV

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

FOPC0.0% of the fund is in shared holdings, of 8

DDIV0.0% of the fund is in shared holdings, of 50

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: FOPC, SEC Form N-PORT, July 31, 2026; DDIV, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 51 holding any

FOPC22.6% of its 13F dollars, 30.8% of its 13 holders

DDIV2.1% of its 13F dollars, 9.5% of its 42 holders

Largest institutions holding both

Firm	FOPC	DDIV
Envestnet Asset Management Inc.	$9.9M	$244K
Citadel Advisors LLC	$542K	$593K
CoreCap Advisors, LLC	$126K	$19K
Rockefeller Capital Management L.P.	$14K	$115K

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: FOPC institutional holders, DDIV institutional holders.

Frequently asked questions

How much do FOPC and DDIV overlap?

0.0% by weight, with 0 holdings in common, using holdings for FOPC as of July 31, 2026 and DDIV as of June 30, 2026.

Do institutions hold both FOPC and DDIV?

4 Form 13F filers report positions in both, out of 51 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%.