IVE vs DYNF overlap
IVE and DYNF overlap 37.6% by weight, across 134 shared holdings.
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Top shared holdings
| Holding | IVE | DYNF | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 7.32% | 7.47% | 7.32% |
| Amazon.COM Inc.AMZN | 3.78% | 4.41% | 3.78% |
| Exxon Mobil Corp.XOM | 1.95% | 2.96% | 1.95% |
| Tesla Inc.TSLA | 1.55% | 1.32% | 1.32% |
| Bank of AmericaBAC | 1.28% | 2.21% | 1.28% |
| Walmart Inc.WMT | 1.71% | 1.11% | 1.11% |
| Chevron Corp.CVX | 1.07% | 1.59% | 1.07% |
| JPMorgan ChaseJPM | 0.97% | 3.85% | 0.97% |
| Johnson&JohnsonJNJ | 0.86% | 2.04% | 0.86% |
| Citigroup Inc.C | 0.82% | 1.16% | 0.82% |
| Cisco SystemsCSCO | 0.75% | 2.01% | 0.75% |
| Verizon CommunicVZ | 0.61% | 0.83% | 0.61% |
| General ElectricGE | 0.64% | 0.60% | 0.60% |
| Western DigitalWDC | 0.76% | 0.59% | 0.59% |
| Nextera EnergyNEE | 0.63% | 0.55% | 0.55% |
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: IVE, SEC Form N-PORT, June 30, 2026; DYNF, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IVE | DYNF |
|---|---|---|
| Envestnet Asset Management Inc. | $5.3B | $7.7B |
| LPL Financial LLC | $2.2B | $3.3B |
| JPMorgan Chase & Co | $3.7B | $1.6B |
| Morgan Stanley | $3.4B | $1.3B |
| Bank of America Corp. | $2.2B | $865.9M |
| BlackRock, Inc. | $458.8M | $1.6B |
| First Command Advisory Services, Inc. | $143K | $2.0B |
| Wells Fargo & Company | $1.4B | $386.1M |
| Ameriprise Financial Inc. | $657.5M | $1.1B |
| Cetera Investment Advisers | $696.1M | $535.5M |
| Northwestern Mutual Wealth Management Co | $61.5M | $1.0B |
| MML Investors Services, LLC | $384.9M | $621.0M |
| Stifel Financial Corp. | $809.8M | $188.5M |
| UBS Group AG | $813.8M | $151.4M |
| Raymond James Financial Inc. | $375.8M | $568.1M |
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: IVE institutional holders, DYNF institutional holders.
Frequently asked questions
How much do IVE and DYNF overlap?
37.6% by weight, with 134 holdings in common, using holdings for IVE as of June 30, 2026 and DYNF as of July 31, 2026. The largest shared position is AAPL.
Do institutions hold both IVE and DYNF?
701 Form 13F filers report positions in both, out of 1,958 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%.