IHAK vs DFNL overlap
IHAK and DFNL 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: IHAK, SEC Form N-PORT, July 31, 2026; DFNL, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IHAK | DFNL |
|---|---|---|
| Bank of America Corp. | $99.3M | $18.4M |
| Morgan Stanley | $21.5M | $41.1M |
| LPL Financial LLC | $20.5M | $19.1M |
| Thrivent Financial for Lutherans | $213K | $36.5M |
| UBS Group AG | $18.2M | $5.4M |
| Royal Bank of Canada | $8.6M | $6.4M |
| Truist Financial Corp. | $724K | $6.9M |
| Northwestern Mutual Wealth Management Co | $839K | $6.6M |
| Envestnet Asset Management Inc. | $451K | $7.0M |
| HighTower Advisors, LLC | $640K | $6.2M |
| Raymond James Financial Inc. | $4.0M | $2.6M |
| Stifel Financial Corp. | $3.5M | $769K |
| Janney Montgomery Scott LLC | $2.8M | $1.1M |
| Osaic Holdings, Inc. | $2.3M | $1.4M |
| Commonwealth Equity Services, LLC | $2.5M | $1.0M |
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: IHAK institutional holders, DFNL institutional holders.
Frequently asked questions
How much do IHAK and DFNL overlap?
0.0% by weight, with 0 holdings in common, using holdings for IHAK as of July 31, 2026 and DFNL as of July 31, 2026.
Do institutions hold both IHAK and DFNL?
30 Form 13F filers report positions in both, out of 212 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%.