ICVT vs DFNM overlap
ICVT and DFNM 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: ICVT, SEC Form N-PORT, July 31, 2026; DFNM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | ICVT | DFNM |
|---|---|---|
| Bank of America Corp. | $288.9M | $23.3M |
| Focus Partners Wealth | $346K | $245.0M |
| LPL Financial LLC | $100.0M | $28.0M |
| Envestnet Asset Management Inc. | $86.5M | $9.8M |
| Focus Partners Advisor Solutions, LLC | $285K | $79.6M |
| Morgan Stanley | $44.1M | $422K |
| Baker Avenue Asset Management, LP | $40.7M | $3.4M |
| Commonwealth Equity Services, LLC | $2.8M | $32.5M |
| MML Investors Services, LLC | $34.4M | $826K |
| Assetmark, Inc. | $16.6M | $16.9M |
| JPMorgan Chase & Co | $25.8M | $7.4M |
| Tradewinds Capital Management, LLC | $24.3M | $15K |
| Osaic Holdings, Inc. | $11.0M | $11.1M |
| HighTower Advisors, LLC | $6.9M | $14.0M |
| Integrated Wealth Concepts LLC | $1.3M | $18.9M |
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: ICVT institutional holders, DFNM institutional holders.
Frequently asked questions
How much do ICVT and DFNM overlap?
0.0% by weight, with 0 holdings in common, using holdings for ICVT as of July 31, 2026 and DFNM as of July 31, 2026.
Do institutions hold both ICVT and DFNM?
70 Form 13F filers report positions in both, out of 629 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%.