RYLD vs DWM overlap
RYLD and DWM 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: RYLD, SEC Form N-PORT, July 31, 2026; DWM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RYLD | DWM |
|---|---|---|
| Morgan Stanley | $44.7M | $67.0M |
| LPL Financial LLC | $64.8M | $34.4M |
| Bank of America Corp. | $54.5M | $27.5M |
| Wells Fargo & Company | $16.7M | $28.4M |
| Ameriprise Financial Inc. | $24.3M | $6.7M |
| UBS Group AG | $10.4M | $17.0M |
| Cetera Investment Advisers | $15.3M | $5.1M |
| Wealth Enhancement Advisory Services, LLC | $1.8M | $16.0M |
| Raymond James Financial Inc. | $9.2M | $6.5M |
| Envestnet Asset Management Inc. | $4.6M | $8.2M |
| Royal Bank of Canada | $9.2M | $1.3M |
| Thrive Capital Management, LLC | $8.1M | $904K |
| Kestra Advisory Services, LLC | $2.1M | $6.0M |
| Osaic Holdings, Inc. | $5.0M | $2.4M |
| MML Investors Services, LLC | $803K | $5.4M |
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: RYLD institutional holders, DWM institutional holders.
Frequently asked questions
How much do RYLD and DWM overlap?
0.0% by weight, with 0 holdings in common, using holdings for RYLD as of July 31, 2026 and DWM as of June 30, 2026.
Do institutions hold both RYLD and DWM?
46 Form 13F filers report positions in both, out of 251 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%.