TRUT vs DJD overlap
TRUT and DJD overlap 4.8% by weight, across 6 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | TRUT | DJD | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 8.27% | 2.06% | 2.06% |
| Cisco SystemsCSCO | 0.96% | 6.07% | 0.96% |
| Apple Inc.AAPL | 12.69% | 0.90% | 0.90% |
| IBMIBM | 0.54% | 4.86% | 0.54% |
| Salesforce Inc.CRM | 0.26% | 1.65% | 0.26% |
| Nvidia Corp.NVDA | 14.47% | 0.05% | 0.05% |
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: TRUT, SEC Form N-PORT, June 30, 2026; DJD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | TRUT | DJD |
|---|---|---|
| WealthPlan Investment Management, LLC | $4.1M | $515K |
| Osaic Holdings, Inc. | $15K | $2.7M |
| Royal Bank of Canada | $10K | $1.5M |
| Goldman Sachs Group Inc. | $631K | $659K |
| Capital Investment Advisory Services, LLC | $65K | $134K |
| Morgan Stanley | $8K | $135K |
| Wells Fargo & Company | $26K | $6K |
| US Bancorp | $2K | $17K |
| Global Retirement Partners, LLC | $3K | $3K |
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: TRUT institutional holders, DJD institutional holders.
Frequently asked questions
How much do TRUT and DJD overlap?
4.8% by weight, with 6 holdings in common, using holdings for TRUT as of June 30, 2026 and DJD as of July 31, 2026. The largest shared position is MSFT.
Do institutions hold both TRUT and DJD?
9 Form 13F filers report positions in both, out of 120 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%.