DBA vs ADME overlap
19 institutions report holding both DBA and ADME.
DBAADME
Pick 2 to 4 ETFs.
We don’t have holdings for DBA. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
19
institutions report holding both, of 202 holding any
DBA28.0% of its 13F dollars, 11.4% of its 166 holders
ADME57.2% of its 13F dollars, 34.5% of its 55 holders
Largest institutions holding both
| Firm | DBA | ADME |
|---|---|---|
| Aptus Capital Advisors, LLC | $74K | $158.5M |
| Morgan Stanley | $41.1M | $64 |
| Envestnet Asset Management Inc. | $698K | $34.1M |
| Wells Fargo & Company | $26.9M | $3K |
| Signal Advisors Wealth, LLC | $417K | $21.1M |
| JPMorgan Chase & Co | $13.8M | $156K |
| LPL Financial LLC | $8.9M | $1.5M |
| Royal Bank of Canada | $5.5M | $33K |
| Raymond James Financial Inc. | $2.1M | $3.2M |
| Advisory Services Network, LLC | $3.7M | $1.3M |
| Atria Investments, Inc | $729K | $1.5M |
| Integrated Wealth Concepts LLC | $29K | $2.1M |
| Osaic Holdings, Inc. | $2.0M | $46K |
| Foundations Investment Advisors, LLC | $280K | $1.4M |
| NewEdge Advisors, LLC | $473K | $2K |
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: DBA institutional holders, ADME institutional holders.
Frequently asked questions
Do institutions hold both DBA and ADME?
19 Form 13F filers report positions in both, out of 202 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%.