SPEM vs DFIC overlap
SPEM and DFIC overlap 0.2% by weight, across 9 shared holdings.
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Top shared holdings
| Holding | SPEM | DFIC | Overlap |
|---|---|---|---|
| WH Group Ltd.288 | 0.08% | 0.06% | 0.06% |
| SITC1308 | 0.06% | 0.05% | 0.05% |
| Yangzijiang ShipYZJSGD | 0.04% | 0.06% | 0.04% |
| Xinyi Glass868 | 0.04% | 0.03% | 0.03% |
| Citic Telecom1883 | 0.01% | 0.01% | 0.01% |
| Guotai Junan1788 | 0.00% | 0.01% | 0.00% |
| Riverstone HldgsRSTON | 0.00% | 0.00% | 0.00% |
| Valterra PlatinuVAL | 0.13% | 0.00% | 0.00% |
| The United Labor3933 | 0.00% | 0.01% | 0.00% |
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: SPEM, SEC Form N-PORT, June 30, 2026; DFIC, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SPEM | DFIC |
|---|---|---|
| Mercer Global Advisors Inc. | $6.6M | $1.5B |
| Creative Planning | $1.1B | $24.1M |
| LPL Financial LLC | $926.0M | $147.7M |
| Envestnet Asset Management Inc. | $367.1M | $222.1M |
| Goldman Sachs Group Inc. | $576.9M | $1.6M |
| Morgan Stanley | $488.0M | $3.3M |
| Allworth Financial LP | $373.9M | $1.9M |
| HighTower Advisors, LLC | $183.3M | $161.3M |
| Focus Partners Wealth | $111.2M | $127.5M |
| Financial Engines Advisors L.L.C. | $201.6M | $33.9M |
| Assetmark, Inc. | $78.0M | $116.7M |
| Northwestern Mutual Wealth Management Co | $174.0M | $7.8M |
| Apella Capital, LLC | $2.3M | $179.3M |
| Ameriprise Financial Inc. | $180.6M | $432K |
| Cerity Partners LLC | $174.8M | $5.0M |
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: SPEM institutional holders, DFIC institutional holders.
Frequently asked questions
How much do SPEM and DFIC overlap?
0.2% by weight, with 9 holdings in common, using holdings for SPEM as of June 30, 2026 and DFIC as of July 31, 2026. The largest shared position is 288.
Do institutions hold both SPEM and DFIC?
276 Form 13F filers report positions in both, out of 1,392 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%.