VOTE vs DFSI overlap
VOTE and DFSI overlap 0.1% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VOTE | DFSI | Overlap |
|---|---|---|---|
| Roper TechnologiROP | 0.06% | 1.29% | 0.06% |
| Intl Paper CoIP | 0.03% | 0.06% | 0.03% |
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: VOTE, SEC Form N-PORT, July 31, 2026; DFSI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VOTE | DFSI |
|---|---|---|
| Betterment LLC | $142.9M | $5.0M |
| Angeles Investment Advisors, LLC | $78.4M | $4.4M |
| Pathstone Holdings, LLC | $9.8M | $44.4M |
| Maseco LLP | $16K | $45.7M |
| Goldman Sachs Group Inc. | $34.5M | $302K |
| JPMorgan Chase & Co | $24.7M | $96K |
| Beacon Pointe Advisors, LLC | $14.1M | $5.5M |
| EP Wealth Advisors, LLC | $221K | $19.2M |
| Bank of New York Mellon Corp | $3.5M | $10.3M |
| Mutual Advisors, LLC | $10.9M | $1.9M |
| Morgan Stanley | $12.5M | $311K |
| Cambridge Investment Research Advisors, Inc. | $11.4M | $614K |
| Focus Partners Advisor Solutions, LLC | $445K | $8.3M |
| Brighton Jones LLC | $1.9M | $4.4M |
| Modern Wealth Management, LLC | $4.1M | $2.2M |
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: VOTE institutional holders, DFSI institutional holders.
Frequently asked questions
How much do VOTE and DFSI overlap?
0.1% by weight, with 2 holdings in common, using holdings for VOTE as of July 31, 2026 and DFSI as of July 31, 2026. The largest shared position is ROP.
Do institutions hold both VOTE and DFSI?
33 Form 13F filers report positions in both, out of 319 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%.