IWB vs DYNF overlap
IWB and DYNF overlap 59.1% by weight, across 225 shared holdings.
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Top shared holdings
| Holding | IWB | DYNF | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 6.72% | 7.94% | 6.72% |
| Apple Inc.AAPL | 6.03% | 7.47% | 6.03% |
| Microsoft Corp.MSFT | 3.99% | 5.06% | 3.99% |
| Amazon.COM Inc.AMZN | 3.33% | 4.41% | 3.33% |
| Alphabet Inc.-aGOOGL | 3.00% | 2.63% | 2.63% |
| Broadcom Inc.AVGO | 2.53% | 2.86% | 2.53% |
| Alphabet Inc.-CGOOG | 2.42% | 2.19% | 2.19% |
| META Platforms-aMETA | 1.78% | 2.14% | 1.78% |
| Micron TechMU | 1.87% | 1.58% | 1.58% |
| ADV Micro DeviceAMD | 1.36% | 1.45% | 1.36% |
| Tesla Inc.TSLA | 1.77% | 1.32% | 1.32% |
| JPMorgan ChaseJPM | 1.26% | 3.85% | 1.26% |
| ELI Lilly & CoLLY | 1.38% | 1.06% | 1.06% |
| Johnson&JohnsonJNJ | 0.88% | 2.04% | 0.88% |
| Applied MaterialAMAT | 0.83% | 1.54% | 0.83% |
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: IWB, SEC Form N-PORT, June 30, 2026; DYNF, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IWB | DYNF |
|---|---|---|
| Envestnet Asset Management Inc. | $1.6B | $7.7B |
| LPL Financial LLC | $1.0B | $3.3B |
| FMR LLC | $4.1B | $1.6M |
| Jones Financial Companies LLLP | $3.5B | $204.5M |
| Bank of America Corp. | $1.9B | $865.9M |
| BlackRock, Inc. | $937.7M | $1.6B |
| JPMorgan Chase & Co | $664.1M | $1.6B |
| Morgan Stanley | $835.7M | $1.3B |
| First Command Advisory Services, Inc. | $176K | $2.0B |
| Northwestern Mutual Wealth Management Co | $547.7M | $1.0B |
| Ameriprise Financial Inc. | $197.6M | $1.1B |
| Dynasty Wealth Management, LLC | $343.2M | $794.7M |
| Northern Trust Corp. | $1.0B | $824K |
| Wells Fargo & Company | $646.1M | $386.1M |
| PNC Financial Services Group, Inc. | $947.3M | $18.0M |
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: IWB institutional holders, DYNF institutional holders.
Frequently asked questions
How much do IWB and DYNF overlap?
59.1% by weight, with 225 holdings in common, using holdings for IWB as of June 30, 2026 and DYNF as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both IWB and DYNF?
475 Form 13F filers report positions in both, out of 1,964 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%.