HEAL vs DTAN overlap

HEAL and DTAN overlap 0.0% by weight, across 0 shared holdings.

HEALDTAN

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

HEAL0.0% of the fund is in shared holdings, of 40

DTAN0.0% of the fund is in shared holdings, of 16

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: HEAL, SEC Form N-PORT, May 31, 2026; DTAN, SEC Form N-PORT, May 29, 2026.

institutions report holding both, of 36 holding any

HEAL0.0% of its 13F dollars, 3.6% of its 28 holders

DTAN0.5% of its 13F dollars, 11.1% of its 9 holders

Largest institutions holding both

Firm	HEAL	DTAN
Integrated Wealth Concepts LLC	$4K	$46K

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: HEAL institutional holders, DTAN institutional holders.

Frequently asked questions

How much do HEAL and DTAN overlap?

0.0% by weight, with 0 holdings in common, using holdings for HEAL as of May 31, 2026 and DTAN as of May 29, 2026.

Do institutions hold both HEAL and DTAN?

1 Form 13F filers report positions in both, out of 36 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%.