LIT vs DFSE overlap
LIT and DFSE overlap 0.5% by weight, across 14 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | LIT | DFSE | Overlap |
|---|---|---|---|
| Contemporary a-a300750 | 4.14% | 0.16% | 0.16% |
| BYD Company1211 | 3.91% | 0.15% | 0.15% |
| Quimica Y-SP ADRSQM | 3.13% | 0.07% | 0.07% |
| Naura Tech GR -a002371 | 6.89% | 0.03% | 0.03% |
| LG Energy Soluti373220 | 3.56% | 0.03% | 0.03% |
| Ecopro BM Co Ltd.247540 | 1.26% | 0.01% | 0.01% |
| Wuxi Lead Intelligent Equipment Co Ltd300450 | 1.70% | 0.01% | 0.01% |
| Guangzhou TINC-a002709 | 2.17% | 0.01% | 0.01% |
| EVE Energy-a300014 | 3.53% | 0.00% | 0.00% |
| Sunwoda Electr-a300207 | 1.22% | 0.00% | 0.00% |
| Sinomine Resou-a002738 | 1.35% | 0.00% | 0.00% |
| L&F Co Ltd.066970 | 0.48% | 0.00% | 0.00% |
| Shanghai Putaila603659 C1 | 1.09% | 0.00% | 0.00% |
| Yunnan Energy-a002812 C2 | 1.37% | 0.00% | 0.00% |
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: LIT, SEC Form N-PORT, July 31, 2026; DFSE, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | LIT | DFSE |
|---|---|---|
| LPL Financial LLC | $102.7M | $715K |
| Pathstone Holdings, LLC | $220K | $32.9M |
| Morgan Stanley | $30.1M | $1K |
| Focus Partners Wealth | $396K | $27.8M |
| EP Wealth Advisors, LLC | $408K | $15.0M |
| Wealthspire Advisors, LLC | $601K | $9.4M |
| Royal Bank of Canada | $8.4M | $137K |
| Mercer Global Advisors Inc. | $466K | $4.1M |
| Envestnet Asset Management Inc. | $4.1M | $314K |
| JPMorgan Chase & Co | $4.3M | $87K |
| Goldman Sachs Group Inc. | $1.2M | $2.9M |
| Cerity Partners LLC | $497K | $3.2M |
| Wealth Enhancement Advisory Services, LLC | $365K | $3.2M |
| OneDigital Investment Advisors LLC | $245K | $3.3M |
| Commonwealth Equity Services, LLC | $3.0M | $579K |
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: LIT institutional holders, DFSE institutional holders.
Frequently asked questions
How much do LIT and DFSE overlap?
0.5% by weight, with 14 holdings in common, using holdings for LIT as of July 31, 2026 and DFSE as of July 31, 2026. The largest shared position is 300750.
Do institutions hold both LIT and DFSE?
44 Form 13F filers report positions in both, out of 432 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%.