JIG vs DWLD overlap
JIG and DWLD overlap 3.8% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | JIG | DWLD | Overlap |
|---|---|---|---|
| Samsung Electron005930 | 2.70% | 3.39% | 2.70% |
| AIA1299 | 1.06% | 1.69% | 1.06% |
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: JIG, SEC Form N-PORT, July 31, 2026; DWLD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JIG | DWLD |
|---|---|---|
| LPL Financial LLC | $71.2M | $28.8M |
| Morgan Stanley | $698K | $82.5M |
| Bank of America Corp. | $57.0M | $19.9M |
| Cetera Investment Advisers | $16.1M | $38.8M |
| Envestnet Asset Management Inc. | $27.3M | $2.2M |
| Janney Montgomery Scott LLC | $24.4M | $212K |
| Royal Bank of Canada | $1.4M | $22.3M |
| Stifel Financial Corp. | $1.7M | $16.1M |
| Raymond James Financial Inc. | $4.4M | $12.3M |
| Cambridge Investment Research Advisors, Inc. | $8.0M | $938K |
| UBS Group AG | $98K | $8.2M |
| Northwestern Mutual Wealth Management Co | $4.5M | $3.1M |
| Susquehanna International Group, LLP | $3.9M | $915K |
| Osaic Holdings, Inc. | $2.7M | $1.2M |
| Commonwealth Equity Services, LLC | $2.0M | $1.7M |
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: JIG institutional holders, DWLD institutional holders.
Frequently asked questions
How much do JIG and DWLD overlap?
3.8% by weight, with 2 holdings in common, using holdings for JIG as of July 31, 2026 and DWLD as of July 31, 2026. The largest shared position is 005930.
Do institutions hold both JIG and DWLD?
25 Form 13F filers report positions in both, out of 122 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%.