KBA vs DDIV overlap
KBA and DDIV 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: KBA, SEC Form N-PORT, June 30, 2026; DDIV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | KBA | DDIV |
|---|---|---|
| Morgan Stanley | $10.3M | $1.6M |
| Osaic Holdings, Inc. | $1.0M | $7.8M |
| LPL Financial LLC | $402K | $6.9M |
| Bank of America Corp. | $3.3M | $890K |
| Envestnet Asset Management Inc. | $3.3M | $244K |
| Goldman Sachs Group Inc. | $1.1M | $2.0M |
| Raymond James Financial Inc. | $1.4M | $1.6M |
| Steward Partners Investment Advisory, LLC | $3K | $2.9M |
| Wells Fargo & Company | $2.0M | $65 |
| HighTower Advisors, LLC | $1.3M | $395K |
| Citadel Advisors LLC | $680K | $593K |
| Harbour Investments, Inc. | $4K | $242K |
| Rockefeller Capital Management L.P. | $39K | $115K |
| CoreCap Advisors, LLC | $17K | $19K |
| IFP Advisors, Inc | $4K | $9K |
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: KBA institutional holders, DDIV institutional holders.
Frequently asked questions
How much do KBA and DDIV overlap?
0.0% by weight, with 0 holdings in common, using holdings for KBA as of June 30, 2026 and DDIV as of June 30, 2026.
Do institutions hold both KBA and DDIV?
15 Form 13F filers report positions in both, out of 73 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%.