FXD vs DJD overlap
FXD and DJD overlap 1.8% by weight, across 3 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | FXD | DJD | Overlap |
|---|---|---|---|
| Walt Disney Co/TDIS | 1.20% | 2.61% | 1.20% |
| NIKE Inc. -CL BNKE | 0.29% | 3.82% | 0.29% |
| Walmart Inc.WMT | 0.28% | 1.35% | 0.28% |
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: FXD, SEC Form N-PORT, July 31, 2026; DJD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | FXD | DJD |
|---|---|---|
| LPL Financial LLC | $9.7M | $32.6M |
| Morgan Stanley | $34.4M | $135K |
| Wells Fargo & Company | $27.0M | $6K |
| Bank of America Corp. | $8.3M | $9.4M |
| Raymond James Financial Inc. | $10.2M | $2.6M |
| Janney Montgomery Scott LLC | $5.2M | $1.4M |
| Stifel Financial Corp. | $5.1M | $842K |
| Envestnet Asset Management Inc. | $1.4M | $3.4M |
| Goldman Sachs Group Inc. | $3.7M | $659K |
| Osaic Holdings, Inc. | $1.2M | $2.7M |
| Cetera Investment Advisers | $1.1M | $2.7M |
| Kestra Advisory Services, LLC | $1.2M | $2.6M |
| Commonwealth Equity Services, LLC | $1.2M | $2.0M |
| Royal Bank of Canada | $1.7M | $1.5M |
| UBS Group AG | $2.3M | $492K |
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: FXD institutional holders, DJD institutional holders.
Frequently asked questions
How much do FXD and DJD overlap?
1.8% by weight, with 3 holdings in common, using holdings for FXD as of July 31, 2026 and DJD as of July 31, 2026. The largest shared position is DIS.
Do institutions hold both FXD and DJD?
37 Form 13F filers report positions in both, out of 169 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%.