KORP vs DFSI overlap
KORP and DFSI overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (KORP: May 31, 2026, DFSI: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: KORP, SEC Form N-PORT, May 31, 2026; DFSI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | KORP | DFSI |
|---|---|---|
| Envestnet Asset Management Inc. | $137.5M | $442K |
| Morgan Stanley | $71.3M | $311K |
| LPL Financial LLC | $37.6M | $2.3M |
| Modern Wealth Management, LLC | $30.0M | $2.2M |
| Raymond James Financial Inc. | $14.0M | $4.5M |
| Wealth Enhancement Advisory Services, LLC | $7.2M | $7.1M |
| Royal Bank of Canada | $12.8M | $344K |
| Private Advisor Group, LLC | $12.5M | $617K |
| Kestra Advisory Services, LLC | $7.8M | $939K |
| Osaic Holdings, Inc. | $7.3M | $1.0M |
| OneDigital Investment Advisors LLC | $2.5M | $5.4M |
| D.A. Davidson & Co. | $4.4M | $250K |
| Cambridge Investment Research Advisors, Inc. | $1.6M | $614K |
| Stifel Financial Corp. | $1.8M | $232K |
| Farther Finance Advisors, LLC | $108K | $1.2M |
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: KORP institutional holders, DFSI institutional holders.
Frequently asked questions
How much do KORP and DFSI overlap?
0.0% by weight, with 0 holdings in common, using holdings for KORP as of May 31, 2026 and DFSI as of July 31, 2026.
Do institutions hold both KORP and DFSI?
24 Form 13F filers report positions in both, out of 304 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%.