FTCB vs DFNM overlap
FTCB and DFNM 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: FTCB, SEC Form N-PORT, July 31, 2026; DFNM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | FTCB | DFNM |
|---|---|---|
| LPL Financial LLC | $356.2M | $28.0M |
| Morgan Stanley | $156.3M | $422K |
| Envestnet Asset Management Inc. | $105.2M | $9.8M |
| Cambridge Investment Research Advisors, Inc. | $63.6M | $1.8M |
| Harbour Investments, Inc. | $59.9M | $89K |
| Stifel Financial Corp. | $55.8M | $3.7M |
| GeoWealth Management, LLC | $847K | $51.0M |
| Commonwealth Equity Services, LLC | $17.2M | $32.5M |
| Raymond James Financial Inc. | $45.2M | $1.7M |
| Osaic Holdings, Inc. | $31.4M | $11.1M |
| Kestra Advisory Services, LLC | $36.1M | $2.6M |
| &Partners | $35.7M | $744K |
| Royal Bank of Canada | $32.1M | $511K |
| Assetmark, Inc. | $15.5M | $16.9M |
| Private Advisor Group, LLC | $23.6M | $3.7M |
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: FTCB institutional holders, DFNM institutional holders.
Frequently asked questions
How much do FTCB and DFNM overlap?
0.0% by weight, with 0 holdings in common, using holdings for FTCB as of July 31, 2026 and DFNM as of July 31, 2026.
Do institutions hold both FTCB and DFNM?
43 Form 13F filers report positions in both, out of 445 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%.