KXI vs DFAW overlap
KXI and DFAW 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: KXI, SEC Form N-PORT, June 30, 2026; DFAW, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | KXI | DFAW |
|---|---|---|
| Farther Finance Advisors, LLC | $16K | $30.3M |
| JPMorgan Chase & Co | $240K | $17.3M |
| Raymond James Financial Inc. | $4.8M | $8.8M |
| LPL Financial LLC | $6.9M | $5.5M |
| Commonwealth Equity Services, LLC | $2.0M | $6.5M |
| Mercer Global Advisors Inc. | $446K | $7.4M |
| Bank of America Corp. | $6.5M | $316K |
| UBS Group AG | $6.3M | $14K |
| HighTower Advisors, LLC | $1.1M | $3.7M |
| Creative Planning | $3.8M | $447K |
| Federation des caisses Desjardins du Quebec | $3.2M | $176K |
| Jane Street Group, LLC | $708K | $2.6M |
| Focus Partners Wealth | $342K | $2.9M |
| Beacon Pointe Advisors, LLC | $888K | $2.2M |
| Cambridge Investment Research Advisors, Inc. | $412K | $2.4M |
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: KXI institutional holders, DFAW institutional holders.
Frequently asked questions
How much do KXI and DFAW overlap?
0.0% by weight, with 0 holdings in common, using holdings for KXI as of June 30, 2026 and DFAW as of July 31, 2026.
Do institutions hold both KXI and DFAW?
29 Form 13F filers report positions in both, out of 307 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%.