IHDG vs DIVI overlap
IHDG and DIVI overlap 28.8% by weight, across 115 shared holdings.
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Top shared holdings
| Holding | IHDG | DIVI | Overlap |
|---|---|---|---|
| ASML Holding NVASML | 2.84% | 3.28% | 2.84% |
| Astrazeneca PLCAZN | 2.52% | 1.28% | 1.28% |
| Tokyo Electron8035 | 2.18% | 1.07% | 1.07% |
| Toyota Motor7203 | 3.96% | 0.99% | 0.99% |
| NOVO Nordisk-BNOVOB | 2.52% | 0.88% | 0.88% |
| Schneider ElectrSBGSF | 1.43% | 0.74% | 0.74% |
| BBVABBVA | 3.09% | 0.72% | 0.72% |
| Murata Mfg Co6981 | 1.44% | 0.65% | 0.65% |
| SAP SESAPGF | 0.87% | 0.64% | 0.64% |
| ABB Ltd.-REGABBN | 1.43% | 0.64% | 0.64% |
| LVMH MOET HenneMC | 3.20% | 0.64% | 0.64% |
| GSK PLCGSK | 1.91% | 0.61% | 0.61% |
| Hitachi Ltd.6501 | 0.65% | 0.58% | 0.58% |
| Rolls-Royce HOLDRR/ | 0.69% | 0.56% | 0.56% |
| DHL GroupDHL | 1.71% | 0.51% | 0.51% |
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: IHDG, SEC Form N-PORT, June 30, 2026; DIVI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IHDG | DIVI |
|---|---|---|
| LPL Financial LLC | $166.7M | $229.4M |
| Bank of America Corp. | $120.2M | $116.4M |
| Morgan Stanley | $176.2M | $162K |
| Raymond James Financial Inc. | $64.9M | $68.8M |
| Envestnet Asset Management Inc. | $40.5M | $32.3M |
| Northwestern Mutual Wealth Management Co | $18.8M | $40.4M |
| Stifel Financial Corp. | $42.7M | $16.2M |
| Cambridge Investment Research Advisors, Inc. | $25.9M | $25.0M |
| Cetera Investment Advisers | $11.5M | $34.7M |
| NewEdge Advisors, LLC | $5.3M | $37.4M |
| Sanctuary Advisors, LLC | $1.3M | $40.9M |
| Ameriprise Financial Inc. | $30.7M | $9.7M |
| Osaic Holdings, Inc. | $25.5M | $7.7M |
| Koshinski Asset Management, Inc. | $239K | $27.4M |
| Bank of New York Mellon Corp | $2.0M | $21.7M |
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: IHDG institutional holders, DIVI institutional holders.
Frequently asked questions
How much do IHDG and DIVI overlap?
28.8% by weight, with 115 holdings in common, using holdings for IHDG as of June 30, 2026 and DIVI as of June 30, 2026. The largest shared position is ASML.
Do institutions hold both IHDG and DIVI?
83 Form 13F filers report positions in both, out of 348 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%.