IDNA vs DSMC overlap
IDNA and DSMC 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: IDNA, SEC Form N-PORT, July 31, 2026; DSMC, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IDNA | DSMC |
|---|---|---|
| UBS Group AG | $16.7M | $81 |
| Rockefeller Capital Management L.P. | $175K | $8.6M |
| Wells Fargo & Company | $3.2M | $3K |
| LPL Financial LLC | $2.4M | $722K |
| Morgan Stanley | $2.7M | $44 |
| Osaic Holdings, Inc. | $533K | $3K |
| Geneos Wealth Management Inc. | $6K | $8K |
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: IDNA institutional holders, DSMC institutional holders.
Frequently asked questions
How much do IDNA and DSMC overlap?
0.0% by weight, with 0 holdings in common, using holdings for IDNA as of July 31, 2026 and DSMC as of June 30, 2026.
Do institutions hold both IDNA and DSMC?
7 Form 13F filers report positions in both, out of 89 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%.