SYFI vs DMBS overlap
SYFI and DMBS 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: SYFI, SEC Form N-PORT, May 31, 2026; DMBS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SYFI | DMBS |
|---|---|---|
| Osaic Holdings, Inc. | $17.6M | $54.5M |
| Morgan Stanley | $59.5M | $8.8M |
| UBS Group AG | $58.7M | $2.1M |
| LPL Financial LLC | $47.9M | $1.2M |
| Royal Bank of Canada | $42.3M | $16K |
| NewEdge Advisors, LLC | $34.2M | $545K |
| Envestnet Asset Management Inc. | $4.3M | $26.3M |
| Commonwealth Equity Services, LLC | $8.2M | $415K |
| MML Investors Services, LLC | $769K | $6.7M |
| Integrated Wealth Concepts LLC | $1.5M | $5.6M |
| Captrust Financial Advisors | $215K | $5.6M |
| Citadel Advisors LLC | $3.3M | $860K |
| Fifth Third Bancorp | $1.6M | $2.2M |
| Cambridge Investment Research Advisors, Inc. | $1.7M | $734K |
| Farther Finance Advisors, LLC | $1.3M | $726K |
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: SYFI institutional holders, DMBS institutional holders.
Frequently asked questions
How much do SYFI and DMBS overlap?
0.0% by weight, with 0 holdings in common, using holdings for SYFI as of May 31, 2026 and DMBS as of June 30, 2026.
Do institutions hold both SYFI and DMBS?
20 Form 13F filers report positions in both, out of 168 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%.