DBC vs AAAU overlap
78 institutions report holding both DBC and AAAU.
DBCAAAU
Pick 2 to 4 ETFs.
We don’t have holdings for DBC, AAAU. 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.
78
institutions report holding both, of 384 holding any
DBC44.4% of its 13F dollars, 35.5% of its 220 holders
AAAU32.8% of its 13F dollars, 32.2% of its 242 holders
Largest institutions holding both
| Firm | DBC | AAAU |
|---|---|---|
| LPL Financial LLC | $37.9M | $45.5M |
| Wells Fargo & Company | $81.6M | $26K |
| Morgan Stanley | $43.9M | $1.1M |
| Raymond James Financial Inc. | $3.5M | $32.7M |
| Osaic Holdings, Inc. | $2.9M | $32.6M |
| Cambridge Investment Research Advisors, Inc. | $3.5M | $21.0M |
| Royal Bank of Canada | $3.8M | $15.6M |
| JPMorgan Chase & Co | $10.7M | $8.3M |
| Stifel Financial Corp. | $1.9M | $16.3M |
| Cetera Investment Advisers | $6.7M | $10.9M |
| Cerity Partners LLC | $11.4M | $4.0M |
| Virtu Financial LLC | $11.8M | $3.0M |
| Envestnet Asset Management Inc. | $10.6M | $2.5M |
| Kestra Advisory Services, LLC | $1.5M | $11.2M |
| Jump Financial, LLC | $6.7M | $5.0M |
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: DBC institutional holders, AAAU institutional holders.
Frequently asked questions
Do institutions hold both DBC and AAAU?
78 Form 13F filers report positions in both, out of 384 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%.