LIT vs DLS overlap
LIT and DLS overlap 0.1% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | LIT | DLS | Overlap |
|---|---|---|---|
| AMG Critical Materials NVAMG | 0.38% | 0.06% | 0.06% |
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: LIT, SEC Form N-PORT, July 31, 2026; DLS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | LIT | DLS |
|---|---|---|
| LPL Financial LLC | $102.7M | $4.2M |
| Raymond James Financial Inc. | $5.5M | $48.7M |
| Bank of America Corp. | $26.0M | $21.4M |
| Morgan Stanley | $30.1M | $12.9M |
| LRI Investments, LLC | $23K | $16.2M |
| Wells Fargo & Company | $8.7M | $6.9M |
| UBS Group AG | $10.3M | $4.5M |
| Royal Bank of Canada | $8.4M | $3.2M |
| Osaic Holdings, Inc. | $2.7M | $8.4M |
| HighTower Advisors, LLC | $894K | $9.2M |
| Steward Partners Investment Advisory, LLC | $10.1M | $10K |
| Susquehanna International Group, LLP | $9.2M | $253K |
| Qube Research & Technologies Ltd | $8.3M | $17K |
| Cetera Investment Advisers | $5.6M | $1.6M |
| Envestnet Asset Management Inc. | $4.1M | $1.9M |
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, DLS institutional holders.
Frequently asked questions
How much do LIT and DLS overlap?
0.1% by weight, with 1 holdings in common, using holdings for LIT as of July 31, 2026 and DLS as of June 30, 2026. The largest shared position is AMG.
Do institutions hold both LIT and DLS?
82 Form 13F filers report positions in both, out of 416 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%.