RJDI vs DFE overlap

RJDI and DFE overlap 0.0% by weight, across 0 shared holdings.

RJDIDFE

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

RJDI0.0% of the fund is in shared holdings, of 35

DFE0.0% of the fund is in shared holdings, of 376

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: RJDI, SEC Form N-PORT, June 30, 2026; DFE, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 77 holding any

RJDI77.5% of its 13F dollars, 38.9% of its 18 holders

DFE15.5% of its 13F dollars, 10.6% of its 66 holders

Largest institutions holding both

Firm	RJDI	DFE
Raymond James Financial Inc.	$33.0M	$1.4M
Cambridge Investment Research Advisors, Inc.	$4.1M	$502K
UBS Group AG	$12K	$3.5M
LPL Financial LLC	$1.5M	$1.0M
Jane Street Group, LLC	$613K	$1.7M
Commonwealth Equity Services, LLC	$1.5M	$383K
Steward Partners Investment Advisory, LLC	$1.2M	$13K

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: RJDI institutional holders, DFE institutional holders.

Frequently asked questions

How much do RJDI and DFE overlap?

0.0% by weight, with 0 holdings in common, using holdings for RJDI as of June 30, 2026 and DFE as of June 30, 2026.

Do institutions hold both RJDI and DFE?

7 Form 13F filers report positions in both, out of 77 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%.