DBB vs BBH overlap
30 institutions report holding both DBB and BBH.
DBBBBH
Pick 2 to 4 ETFs.
We don’t have holdings for DBB. 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.
30
institutions report holding both, of 166 holding any
DBB60.5% of its 13F dollars, 35.3% of its 85 holders
BBH47.5% of its 13F dollars, 27.0% of its 111 holders
Largest institutions holding both
| Firm | DBB | BBH |
|---|---|---|
| Wells Fargo & Company | $27.5M | $6.8M |
| Bank of America Corp. | $14.8M | $12.2M |
| Morgan Stanley | $7.1M | $8.0M |
| Raymond James Financial Inc. | $1.1M | $13.3M |
| UBS Group AG | $10.5M | $3.2M |
| LPL Financial LLC | $4.2M | $6.1M |
| HighTower Advisors, LLC | $4.1M | $933K |
| Ameriprise Financial Inc. | $3.3M | $1.0M |
| Royal Bank of Canada | $918K | $2.7M |
| Stifel Financial Corp. | $1.2M | $1.5M |
| Rockefeller Capital Management L.P. | $140K | $2.4M |
| Integrated Wealth Concepts LLC | $3K | $2.5M |
| Belvedere Trading LLC | $2.2M | $226K |
| Cetera Investment Advisers | $2.0M | $397K |
| Citadel Advisors LLC | $801K | $1.1M |
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: DBB institutional holders, BBH institutional holders.
Frequently asked questions
Do institutions hold both DBB and BBH?
30 Form 13F filers report positions in both, out of 166 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%.