ISTB vs DSI overlap
ISTB and DSI 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: ISTB, SEC Form N-PORT, July 31, 2026; DSI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | ISTB | DSI |
|---|---|---|
| Morgan Stanley | $54.0M | $602.6M |
| BlackRock, Inc. | $374.2M | $347K |
| Envestnet Asset Management Inc. | $29.4M | $248.0M |
| Bank of America Corp. | $45.4M | $200.1M |
| LPL Financial LLC | $41.1M | $175.0M |
| JPMorgan Chase & Co | $46.7M | $163.1M |
| Bank of New York Mellon Corp | $21.4M | $169.9M |
| Ameriprise Financial Inc. | $32.5M | $117.1M |
| Raymond James Financial Inc. | $116.8M | $25.2M |
| Mariner, LLC | $68.0M | $47.8M |
| UBS Group AG | $47.5M | $58.0M |
| Jones Financial Companies LLLP | $99.4M | $5.4M |
| Wells Fargo & Company | $34.3M | $30.6M |
| IMA Advisory Services, Inc. | $95K | $63.0M |
| Goldman Sachs Group Inc. | $10.3M | $42.6M |
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: ISTB institutional holders, DSI institutional holders.
Frequently asked questions
How much do ISTB and DSI overlap?
0.0% by weight, with 0 holdings in common, using holdings for ISTB as of July 31, 2026 and DSI as of July 31, 2026.
Do institutions hold both ISTB and DSI?
160 Form 13F filers report positions in both, out of 872 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%.