IMFL vs DGCB overlap
IMFL and DGCB overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IMFL: May 31, 2026, DGCB: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: IMFL, SEC Form N-PORT, May 31, 2026; DGCB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IMFL | DGCB |
|---|---|---|
| Envestnet Asset Management Inc. | $3.6M | $44.8M |
| LPL Financial LLC | $30.3M | $2.8M |
| Integrated Wealth Concepts LLC | $37K | $18.0M |
| Goldman Sachs Group Inc. | $302K | $16.8M |
| Geneos Wealth Management Inc. | $14.8M | $466K |
| Kestra Advisory Services, LLC | $539K | $6.6M |
| Farther Finance Advisors, LLC | $430K | $4.8M |
| Wells Fargo & Company | $66K | $4.9M |
| Osaic Holdings, Inc. | $249K | $3.2M |
| MGO One Seven LLC | $2.7M | $256K |
| JPMorgan Chase & Co | $135K | $2.7M |
| Sowell Financial Services LLC | $571K | $2.3M |
| Simplicity Wealth,LLC | $498K | $2.1M |
| Firethorn Wealth Partners, LLC | $1.0M | $781K |
| MML Investors Services, LLC | $440K | $394K |
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: IMFL institutional holders, DGCB institutional holders.
Frequently asked questions
How much do IMFL and DGCB overlap?
0.0% by weight, with 0 holdings in common, using holdings for IMFL as of May 31, 2026 and DGCB as of July 31, 2026.
Do institutions hold both IMFL and DGCB?
19 Form 13F filers report positions in both, out of 184 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%.