FXR vs DFSB overlap
FXR and DFSB 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; DFSB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | FXR | DFSB |
|---|---|---|
| Mercer Global Advisors Inc. | $394K | $52.5M |
| LPL Financial LLC | $44.4M | $2.6M |
| Envestnet Asset Management Inc. | $18.5M | $270K |
| Cambridge Investment Research Advisors, Inc. | $8.2M | $1.9M |
| Wealth Enhancement Advisory Services, LLC | $464K | $5.3M |
| Commonwealth Equity Services, LLC | $4.4M | $1.1M |
| Osaic Holdings, Inc. | $3.1M | $1.6M |
| Assetmark, Inc. | $4.2M | $31K |
| Royal Bank of Canada | $3.9M | $297K |
| Farther Finance Advisors, LLC | $1.2M | $2.3M |
| NewEdge Advisors, LLC | $3.0M | $202K |
| Kestra Advisory Services, LLC | $2.5M | $501K |
| HighTower Advisors, LLC | $1.3M | $1.0M |
| Harbour Investments, Inc. | $2.0M | $44K |
| Private Advisor Group, LLC | $1.2M | $640K |
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, DFSB institutional holders.
Frequently asked questions
How much do FXR and DFSB overlap?
0.0% by weight, with 0 holdings in common, using holdings for FXR as of July 31, 2026 and DFSB as of July 31, 2026.
Do institutions hold both FXR and DFSB?
20 Form 13F filers report positions in both, out of 281 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%.