IBDX vs DUSB overlap
IBDX and DUSB 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: IBDX, SEC Form N-PORT, July 31, 2026; DUSB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IBDX | DUSB |
|---|---|---|
| Aptus Capital Advisors, LLC | $162.6M | $338K |
| Wells Fargo & Company | $77.8M | $2 |
| Morgan Stanley | $65.3M | $229K |
| Royal Bank of Canada | $33.9M | $326K |
| Raymond James Financial Inc. | $29.3M | $4.7M |
| HighTower Advisors, LLC | $21.7M | $1.9M |
| LPL Financial LLC | $14.2M | $2.9M |
| Envestnet Asset Management Inc. | $4.9M | $11.5M |
| Commonwealth Equity Services, LLC | $13.3M | $692K |
| Wealth Enhancement Advisory Services, LLC | $3.1M | $10.2M |
| Creative Planning | $563K | $9.0M |
| Arkadios Wealth Advisors | $222K | $8.5M |
| Choreo, LLC | $201K | $8.5M |
| Beacon Pointe Advisors, LLC | $1.0M | $7.1M |
| Fiduciary Financial Advisors | $90K | $7.3M |
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: IBDX institutional holders, DUSB institutional holders.
Frequently asked questions
How much do IBDX and DUSB overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBDX as of July 31, 2026 and DUSB as of July 31, 2026.
Do institutions hold both IBDX and DUSB?
40 Form 13F filers report positions in both, out of 376 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%.