FXR vs DFCA overlap
FXR and DFCA 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: FXR, SEC Form N-PORT, July 31, 2026; DFCA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | FXR | DFCA |
|---|---|---|
| Mercer Global Advisors Inc. | $394K | $385.3M |
| Raymond James Financial Inc. | $48.6M | $849K |
| LPL Financial LLC | $44.4M | $1.2M |
| HighTower Advisors, LLC | $1.3M | $21.6M |
| Envestnet Asset Management Inc. | $18.5M | $404K |
| Commonwealth Equity Services, LLC | $4.4M | $2.5M |
| Osaic Holdings, Inc. | $3.1M | $1.3M |
| Integrated Wealth Concepts LLC | $455K | $2.7M |
| JPMorgan Chase & Co | $1.7M | $674K |
| Parallel Advisors, LLC | $828K | $1.3M |
| Wealth Enhancement Advisory Services, LLC | $464K | $1.5M |
| Private Advisor Group, LLC | $1.2M | $643K |
| Farther Finance Advisors, LLC | $1.2M | $313K |
| Concurrent Investment Advisors, LLC | $257K | $616K |
| IFP Advisors, Inc | $560K | $100K |
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: FXR institutional holders, DFCA institutional holders.
Frequently asked questions
How much do FXR and DFCA overlap?
0.0% by weight, with 0 holdings in common, using holdings for FXR as of July 31, 2026 and DFCA as of July 31, 2026.
Do institutions hold both FXR and DFCA?
17 Form 13F filers report positions in both, out of 244 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%.