OEF vs DGRW overlap
OEF and DGRW overlap 51.8% by weight, across 45 shared holdings.
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Top shared holdings
| Holding | OEF | DGRW | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 10.47% | 7.94% | 7.94% |
| Microsoft Corp.MSFT | 5.99% | 5.74% | 5.74% |
| Apple Inc.AAPL | 9.18% | 3.86% | 3.86% |
| META Platforms-aMETA | 2.67% | 2.97% | 2.67% |
| Broadcom Inc.AVGO | 3.86% | 2.34% | 2.34% |
| Alphabet Inc.-CGOOG | 3.61% | 2.31% | 2.31% |
| Alphabet Inc.-aGOOGL | 4.53% | 2.31% | 2.31% |
| ELI Lilly & CoLLY | 2.05% | 1.53% | 1.53% |
| Johnson&JohnsonJNJ | 1.32% | 2.34% | 1.32% |
| Applied MaterialAMAT | 1.24% | 1.71% | 1.24% |
| VISA Inc.-Class aV | 1.23% | 1.41% | 1.23% |
| Exxon Mobil Corp.XOM | 1.22% | 1.59% | 1.22% |
| Caterpillar Inc.CAT | 1.06% | 1.80% | 1.06% |
| Cisco SystemsCSCO | 1.00% | 1.44% | 1.00% |
| Abbvie Inc.ABBV | 0.96% | 2.07% | 0.96% |
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: OEF, SEC Form N-PORT, June 30, 2026; DGRW, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | OEF | DGRW |
|---|---|---|
| Bank of America Corp. | $2.5B | $1.1B |
| Morgan Stanley | $672.5M | $832.4M |
| LPL Financial LLC | $369.8M | $1.1B |
| PNC Financial Services Group, Inc. | $157.7M | $1.1B |
| Fifth Third Bancorp | $939.8M | $9.7M |
| Jones Financial Companies LLLP | $851.7M | $37.3M |
| Ameriprise Financial Inc. | $97.5M | $651.2M |
| JPMorgan Chase & Co | $583.9M | $53.9M |
| UBS Group AG | $241.7M | $267.1M |
| Raymond James Financial Inc. | $142.6M | $334.7M |
| Wells Fargo & Company | $301.3M | $156.1M |
| Goldman Sachs Group Inc. | $414.1M | $13.9M |
| Envestnet Asset Management Inc. | $116.1M | $188.1M |
| Cresset Asset Management, LLC | $291.3M | $2.8M |
| Cetera Investment Advisers | $36.8M | $252.5M |
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: OEF institutional holders, DGRW institutional holders.
Frequently asked questions
How much do OEF and DGRW overlap?
51.8% by weight, with 45 holdings in common, using holdings for OEF as of June 30, 2026 and DGRW as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both OEF and DGRW?
380 Form 13F filers report positions in both, out of 1,429 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%.