TDVG vs DSPY overlap
TDVG and DSPY overlap 36.6% by weight, across 93 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | TDVG | DSPY | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 5.42% | 3.54% | 3.54% |
| Broadcom Inc.AVGO | 3.68% | 2.22% | 2.22% |
| Microsoft Corp.MSFT | 3.87% | 2.11% | 2.11% |
| ELI Lilly & CoLLY | 1.86% | 1.33% | 1.33% |
| JPMorgan ChaseJPM | 3.09% | 1.18% | 1.18% |
| Cisco SystemsCSCO | 1.51% | 1.07% | 1.07% |
| Exxon Mobil Corp.XOM | 1.55% | 1.01% | 1.01% |
| VISA Inc.-Class aV | 2.73% | 1.00% | 1.00% |
| Walmart Inc.WMT | 1.59% | 0.93% | 0.93% |
| Caterpillar Inc.CAT | 1.38% | 0.86% | 0.86% |
| Abbvie Inc.ABBV | 1.35% | 0.75% | 0.75% |
| General ElectricGE | 2.46% | 0.73% | 0.73% |
| Unitedhealth GRPUNH | 1.73% | 0.73% | 0.73% |
| Bank of AmericaBAC | 1.91% | 0.73% | 0.73% |
| Applied MaterialAMAT | 1.61% | 0.71% | 0.71% |
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: TDVG, SEC Form N-PORT, June 30, 2026; DSPY, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TDVG | DSPY |
|---|---|---|
| LPL Financial LLC | $14.8M | $7.3M |
| Advisory Services Network, LLC | $891K | $2.3M |
| Citadel Advisors LLC | $496K | $303K |
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: TDVG institutional holders, DSPY institutional holders.
Frequently asked questions
How much do TDVG and DSPY overlap?
36.6% by weight, with 93 holdings in common, using holdings for TDVG as of June 30, 2026 and DSPY as of May 31, 2026. The largest shared position is AAPL.
Do institutions hold both TDVG and DSPY?
3 Form 13F filers report positions in both, out of 148 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%.