ISHG vs DVYE overlap
ISHG and DVYE 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: ISHG, SEC Form N-PORT, July 31, 2026; DVYE, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | ISHG | DVYE |
|---|---|---|
| Bank of America Corp. | $5.7M | $70.8M |
| Envestnet Asset Management Inc. | $56.0M | $5.0M |
| Morgan Stanley | $11.6M | $47.1M |
| LPL Financial LLC | $12.7M | $40.2M |
| UBS Group AG | $7.1M | $33.6M |
| Keybank National Association | $276K | $37.2M |
| Royal Bank of Canada | $25.6M | $10.4M |
| Creative Planning | $878K | $34.7M |
| Raymond James Financial Inc. | $18.9M | $5.8M |
| Mercer Global Advisors Inc. | $17.5M | $7.1M |
| Cresset Asset Management, LLC | $4.9M | $17.6M |
| Cascade Financial Partners, LLC | $16.9M | $858K |
| Proficio Capital Partners LLC | $6.5M | $9.5M |
| Susquehanna International Group, LLP | $2.1M | $12.0M |
| Commonwealth Equity Services, LLC | $2.4M | $7.8M |
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: ISHG institutional holders, DVYE institutional holders.
Frequently asked questions
How much do ISHG and DVYE overlap?
0.0% by weight, with 0 holdings in common, using holdings for ISHG as of July 31, 2026 and DVYE as of July 31, 2026.
Do institutions hold both ISHG and DVYE?
47 Form 13F filers report positions in both, out of 271 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%.