RAVI vs DFGX overlap
RAVI and DFGX 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: RAVI, SEC Form N-PORT, July 31, 2026; DFGX, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RAVI | DFGX |
|---|---|---|
| Envestnet Asset Management Inc. | $8.0M | $31.9M |
| HighTower Advisors, LLC | $326K | $25.1M |
| Morgan Stanley | $15.8M | $15K |
| LPL Financial LLC | $9.0M | $2.8M |
| MML Investors Services, LLC | $7.9M | $298K |
| Farther Finance Advisors, LLC | $64K | $6.0M |
| Commonwealth Equity Services, LLC | $1.4M | $3.9M |
| Osaic Holdings, Inc. | $1.2M | $3.5M |
| Goldman Sachs Group Inc. | $685K | $3.7M |
| Kestra Advisory Services, LLC | $1.0M | $2.2M |
| EverSource Wealth Advisors, LLC | $75K | $2.4M |
| Beacon Pointe Advisors, LLC | $342K | $2.0M |
| Wealth Enhancement Advisory Services, LLC | $1.2M | $299K |
| HRT Financial LP | $1.1M | $247K |
| Integrated Wealth Concepts LLC | $6K | $941K |
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: RAVI institutional holders, DFGX institutional holders.
Frequently asked questions
How much do RAVI and DFGX overlap?
0.0% by weight, with 0 holdings in common, using holdings for RAVI as of July 31, 2026 and DFGX as of July 31, 2026.
Do institutions hold both RAVI and DFGX?
24 Form 13F filers report positions in both, out of 233 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%.