SEIQ vs DFVX overlap
SEIQ and DFVX overlap 26.4% by weight, across 39 shared holdings.
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Top shared holdings
| Holding | SEIQ | DFVX | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 5.98% | 5.73% | 5.73% |
| META Platforms-aMETA | 3.74% | 4.15% | 3.74% |
| Alphabet Inc.-CGOOG | 3.14% | 3.14% | 3.14% |
| Johnson&JohnsonJNJ | 3.90% | 2.14% | 2.14% |
| VISA Inc.-Class aV | 2.97% | 1.45% | 1.45% |
| Procter & GamblePG | 2.46% | 1.13% | 1.13% |
| Cisco SystemsCSCO | 3.62% | 0.99% | 0.99% |
| Nvidia Corp.NVDA | 6.99% | 0.81% | 0.81% |
| KLA Corp.KLAC | 0.91% | 0.77% | 0.77% |
| Coca-Cola Co/theKO | 0.74% | 0.87% | 0.74% |
| Qualcomm Inc.QCOM | 1.26% | 0.62% | 0.62% |
| Amazon.COM Inc.AMZN | 0.58% | 5.49% | 0.58% |
| LAM ResearchLRCX | 0.97% | 0.42% | 0.42% |
| TJX COS Inc.TJX | 2.45% | 0.42% | 0.42% |
| Illinois Tool WOITW | 2.23% | 0.35% | 0.35% |
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: SEIQ, SEC Form N-PORT, June 30, 2026; DFVX, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SEIQ | DFVX |
|---|---|---|
| Wealth Enhancement Advisory Services, LLC | $2.2M | $29.3M |
| Goldman Sachs Group Inc. | $1.1M | $2.3M |
| LPL Financial LLC | $381K | $1.7M |
| Citadel Advisors LLC | $369K | $1.4M |
| Osaic Holdings, Inc. | $426K | $54K |
| Northwestern Mutual Wealth Management Co | $9K | $141K |
| Harbour Investments, Inc. | $74K | $74K |
| UBS Group AG | $62K | $26K |
| Assetmark, Inc. | $11K | $31K |
| JPMorgan Chase & Co | $1K | $13 |
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: SEIQ institutional holders, DFVX institutional holders.
Frequently asked questions
How much do SEIQ and DFVX overlap?
26.4% by weight, with 39 holdings in common, using holdings for SEIQ as of June 30, 2026 and DFVX as of July 31, 2026. The largest shared position is MSFT.
Do institutions hold both SEIQ and DFVX?
10 Form 13F filers report positions in both, out of 98 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%.