DBC vs BAR overlap
64 institutions report holding both DBC and BAR.
DBCBAR
Pick 2 to 4 ETFs.
We don’t have holdings for DBC, BAR. 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.
64
institutions report holding both, of 328 holding any
DBC55.9% of its 13F dollars, 29.1% of its 220 holders
BAR57.7% of its 13F dollars, 37.2% of its 172 holders
Largest institutions holding both
| Firm | DBC | BAR |
|---|---|---|
| Bank of America Corp. | $94.9M | $97.4M |
| Wells Fargo & Company | $81.6M | $674K |
| LPL Financial LLC | $37.9M | $27.4M |
| Morgan Stanley | $43.9M | $2.7M |
| Envestnet Asset Management Inc. | $10.6M | $25.0M |
| Bank of New York Mellon Corp | $909K | $27.8M |
| Royal Bank of Canada | $3.8M | $22.9M |
| Cetera Investment Advisers | $6.7M | $12.2M |
| Rockefeller Capital Management L.P. | $982K | $17.9M |
| Virtu Financial LLC | $11.8M | $3.1M |
| Osaic Holdings, Inc. | $2.9M | $10.7M |
| MML Investors Services, LLC | $1.1M | $11.9M |
| JPMorgan Chase & Co | $10.7M | $1.7M |
| Cerity Partners LLC | $11.4M | $541K |
| Redhawk Wealth Advisors, Inc. | $10.7M | $436K |
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, BAR institutional holders.
Frequently asked questions
Do institutions hold both DBC and BAR?
64 Form 13F filers report positions in both, out of 328 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%.