HBDC vs DIVY overlap

HBDC and DIVY overlap 0.0% by weight, across 0 shared holdings.

HBDCDIVY

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

HBDC0.0% of the fund is in shared holdings, of 140

DIVY0.0% of the fund is in shared holdings, of 35

These funds report on different dates (HBDC: July 31, 2026, DIVY: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.

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: HBDC, SEC Form N-PORT, July 31, 2026; DIVY, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 21 holding any

HBDC9.4% of its 13F dollars, 37.5% of its 8 holders

DIVY2.9% of its 13F dollars, 18.8% of its 16 holders

Largest institutions holding both

Firm	HBDC	DIVY
Citadel Advisors LLC	$1.8M	$267K
Susquehanna International Group, LLP	$437K	$445K
UBS Group AG	$23K	$12K

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: HBDC institutional holders, DIVY institutional holders.

Frequently asked questions

How much do HBDC and DIVY overlap?

0.0% by weight, with 0 holdings in common, using holdings for HBDC as of July 31, 2026 and DIVY as of May 31, 2026.

Do institutions hold both HBDC and DIVY?

3 Form 13F filers report positions in both, out of 21 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%.