JDVI vs DHS overlap

JDVI and DHS overlap 0.0% by weight, across 0 shared holdings.

JDVIDHS

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

JDVI0.0% of the fund is in shared holdings, of 38

DHS0.0% of the fund is in shared holdings, of 323

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: JDVI, SEC Form N-PORT, June 30, 2026; DHS, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 259 holding any

JDVI3.4% of its 13F dollars, 52.9% of its 17 holders

DHS17.5% of its 13F dollars, 3.6% of its 251 holders

Largest institutions holding both

Firm	JDVI	DHS
Morgan Stanley	$209K	$57.0M
Cetera Investment Advisers	$315K	$48.3M
Janney Montgomery Scott LLC	$9.5M	$2.4M
Integrated Wealth Concepts LLC	$11.0M	$570K
Royal Bank of Canada	$9K	$7.9M
Commonwealth Equity Services, LLC	$240K	$4.5M
Cresset Asset Management, LLC	$1.8M	$205K
Focus Partners Advisor Solutions, LLC	$218K	$323K
International Assets Investment Management, LLC	$25K	$19K

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: JDVI institutional holders, DHS institutional holders.

Frequently asked questions

How much do JDVI and DHS overlap?

0.0% by weight, with 0 holdings in common, using holdings for JDVI as of June 30, 2026 and DHS as of June 30, 2026.

Do institutions hold both JDVI and DHS?

9 Form 13F filers report positions in both, out of 259 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%.