TDI vs DWX overlap
TDI and DWX overlap 1.3% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | TDI | DWX | Overlap |
|---|---|---|---|
| Shell PLCSHELL | 0.86% | 1.27% | 0.86% |
| Totalenergies SETTE | 0.44% | 2.52% | 0.44% |
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: TDI, SEC Form N-PORT, June 30, 2026; DWX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TDI | DWX |
|---|---|---|
| LPL Financial LLC | $64.0M | $9.8M |
| Raymond James Financial Inc. | $47.5M | $3.0M |
| Morgan Stanley | $85K | $40.6M |
| Private Advisor Group, LLC | $21.8M | $2.1M |
| MML Investors Services, LLC | $12.1M | $5.5M |
| Stifel Financial Corp. | $11.0M | $4.5M |
| Janney Montgomery Scott LLC | $11.1M | $717K |
| Envestnet Asset Management Inc. | $7.0M | $3.9M |
| Osaic Holdings, Inc. | $1.3M | $6.7M |
| Rockefeller Capital Management L.P. | $6.9M | $471K |
| Steward Partners Investment Advisory, LLC | $6.8M | $5K |
| Citadel Advisors LLC | $5.2M | $784K |
| Northwestern Mutual Wealth Management Co | $8K | $4.5M |
| NewEdge Advisors, LLC | $2.3M | $554K |
| Jane Street Group, LLC | $2.2M | $374K |
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: TDI institutional holders, DWX institutional holders.
Frequently asked questions
How much do TDI and DWX overlap?
1.3% by weight, with 2 holdings in common, using holdings for TDI as of June 30, 2026 and DWX as of June 30, 2026. The largest shared position is SHELL.
Do institutions hold both TDI and DWX?
21 Form 13F filers report positions in both, out of 158 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%.