XOVR vs DFGX overlap
XOVR and DFGX 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: XOVR, SEC Form N-PORT, June 30, 2026; DFGX, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XOVR | DFGX |
|---|---|---|
| LPL Financial LLC | $61.1M | $2.8M |
| Goldman Sachs Group Inc. | $34.7M | $3.7M |
| Envestnet Asset Management Inc. | $3.2M | $31.9M |
| HighTower Advisors, LLC | $472K | $25.1M |
| Raymond James Financial Inc. | $15.9M | $4.9M |
| Private Advisor Group, LLC | $1.0M | $15.4M |
| Cambridge Investment Research Advisors, Inc. | $6.4M | $8.0M |
| Integrity Alliance, LLC. | $302K | $13.6M |
| Farther Finance Advisors, LLC | $5.5M | $6.0M |
| HRT Financial LP | $8.9M | $247K |
| Commonwealth Equity Services, LLC | $4.1M | $3.9M |
| Osaic Holdings, Inc. | $4.4M | $3.5M |
| Mariner, LLC | $1.3M | $5.4M |
| Betterment LLC | $227K | $5.8M |
| Truist Financial Corp. | $1.3M | $4.3M |
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: XOVR institutional holders, DFGX institutional holders.
Frequently asked questions
How much do XOVR and DFGX overlap?
0.0% by weight, with 0 holdings in common, using holdings for XOVR as of June 30, 2026 and DFGX as of July 31, 2026.
Do institutions hold both XOVR and DFGX?
47 Form 13F filers report positions in both, out of 371 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%.