IJS vs DFSV overlap
IJS and DFSV overlap 33.6% by weight, across 268 shared holdings.
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Top shared holdings
| Holding | IJS | DFSV | Overlap |
|---|---|---|---|
| Jackson FI-aJXN | 0.60% | 0.54% | 0.54% |
| Lincoln NATL CRPLNC | 0.65% | 0.50% | 0.50% |
| Eastman ChemicalEMN | 0.82% | 0.50% | 0.50% |
| Mohawk INDSMHK | 0.67% | 0.49% | 0.49% |
| Carmax Inc.KMX | 0.81% | 0.44% | 0.44% |
| Matson Inc.MATX | 0.62% | 0.40% | 0.40% |
| Atlantic Union BAUB | 0.65% | 0.39% | 0.39% |
| Conagra Brands ICAG | 0.67% | 0.38% | 0.38% |
| Bread FinancialBFH | 0.47% | 0.34% | 0.34% |
| LKQ Corp.LKQ | 0.72% | 0.34% | 0.34% |
| Fulton FinancialFULT | 0.49% | 0.32% | 0.32% |
| SM Energy CoSM | 0.64% | 0.31% | 0.31% |
| Asbury Auto GRPABG | 0.40% | 0.30% | 0.30% |
| Patterson-UTIPTEN | 0.34% | 0.28% | 0.28% |
| Arcosa Inc.ACA | 0.28% | 0.29% | 0.28% |
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: IJS, SEC Form N-PORT, June 30, 2026; DFSV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IJS | DFSV |
|---|---|---|
| Savant Capital, LLC | $57.6M | $976.1M |
| Bank of America Corp. | $433.9M | $66.1M |
| Morgan Stanley | $434.6M | $1.6M |
| Mather Group, LLC. | $3.7M | $257.3M |
| JMG Financial Group, Ltd. | $554K | $244.8M |
| FMR LLC | $226.7M | $35K |
| Focus Partners Wealth | $39.2M | $182.4M |
| Cetera Investment Advisers | $35.2M | $182.3M |
| Wells Fargo & Company | $208.4M | $3.0M |
| LPL Financial LLC | $119.1M | $91.6M |
| Modera Wealth Management, LLC | $95.3M | $114.4M |
| Cerity Partners LLC | $31.0M | $173.4M |
| Envestnet Asset Management Inc. | $77.8M | $92.3M |
| Corient Private Wealth LP | $10.8M | $125.8M |
| UBS Group AG | $129.4M | $4.5M |
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: IJS institutional holders, DFSV institutional holders.
Frequently asked questions
How much do IJS and DFSV overlap?
33.6% by weight, with 268 holdings in common, using holdings for IJS as of June 30, 2026 and DFSV as of July 31, 2026. The largest shared position is JXN.
Do institutions hold both IJS and DFSV?
239 Form 13F filers report positions in both, out of 1,227 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%.